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Canceling, deleting, and copying

Deleting a prospect

When you delete a prospect record, the information is no longer available for viewing or maintenance in the system.

  1. Select Sales >  Prospect > Setup.
  2. Select the prospect to delete.
  3. Click Delete.
  4. Click OK to confirm deletion.
Related topics
Prospects
Setting up a new prospect
Viewing prospect information
Modifying a prospect
  • Sales
    • Entering and maintaining sales orders
    • Negotiating a customer's price
    • Canceling, deleting, and copying
      • Canceling a sales order
      • Canceling a sales order line
      • Copying a sales order
      • Copying lines from multiple orders to create a sales order
      • Setting up a new prospect
      • Copying a prospect
      • Deleting a prospect
    • Using order types
    • Using order and line dispositions
    • Using order fulfillment
    • Entering sales tax information
    • Freight and shipping
    • Tendering and accepting payments
    • Credit cards
    • Processing invoices
    • Entering returns
    • Inquiring on customer orders
    • Working with ties
    • Selling kit products
    • Selling nonstock and special products
    • Quotes
    • Form and field descriptions - Sales
    • Form and field descriptions - Sales Manager