Prospects > Modify an existing contact record 1. On the Prospects tab, click on the "Prospects" or "Clients" link. 2. Click on the contact's name (one of the sub-entries) in the list. *Note: If you do not see the contact listed, it may be "hidden" from view - click on the arrow to the left of the prospect or client to show all associated contacts. You can also click on the "Show All" link, which will reveal all hidden contacts in the list. 3. Make your changes to the contact record in the "Edit Contact" form. 4. Click on "Save." 5. You will return to the list, and the message, "The contact - [contact name] was successfully saved," will appear at the top of the list. Prospects > Delete an existing contact record 1. On the Prospects tab, click on the "Prospects" or "Clients" link. 2. Click on the contact's name (one of the sub-entries) in the list. *Note: If you do not see the contact listed, it may be "hidden" from view - click on the arrow to the left of the prospect or client to show all associated contacts. You can also click on the "Show All" link, which will reveal all hidden contacts in the list. 3. Click the "Delete" button at the bottom of the "Edit Contact" form to permanently discard the record.