Nov 21, 2023
Cancel Prospect Application
1. Go to Navigation Menu > Prospects
2. Enter the name of the prospect and click Find
3. On the prospect in question, click View
a. By Prospect Information, click Edit
b. Click the status Active
c. Change the status to Lost or Unqualified
d. Select an Activity Type, Result, and enter a Note/Comment this is a duplicate
e. Click Save
Submit a ticket here if you encounter an error.