Deleting a Prospect

Sales > F&I > Prospects

• There are two ways to delete a prospect from the system. Each method depends on if a prospect has been added to a deal.

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Prospect that is to be deleted.

2. Select the Prospect by clicking on the corresponding line.

If the prospect has not been added to a desk/deal.

Within the Prospect record:

1. Select the [Delete] button in the Action Ribbon.

2. Input the reason the prospect is being deleted in the Delete Reason window.

3. Select the [OK] button.

If the prospect is currently on a desk/deal.

Within the Prospect record:

1. Click the Deal # hyperlink to open the Deal screen.

2. Click the black “X” located in the upper right of the screen next to the deal date.

3. Select [Prospect]

∟ When a prospect is deleted from a desk, the scenario and desk are deleted as well.

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