Prospects > Modify an existing prospect record 1. On the Prospects tab, click on the "Prospects" link (or select "Prospects" from the Account tab). 2. Click on the prospect's name in the Prospects list. 3. Click on the "Edit" link. 4. Make your changes to the prospect record. 5. Click on "Save." 6. The message "The prospect - [prospect name] was successfully saved" will appear at the top of the form. Prospects > Delete an existing prospect record 1. On the Prospects tab, click on the "Prospects" link (or select "Prospects" from the Account tab). 2. Click on the prospect's name in the Prospects list. 3. Click on the "Edit" link. 4. Click the "Delete" button at the bottom of the "Edit demographic information" dialog box to permanently discard the record. Note: You cannot delete a prospect that is associated with a deal, proposal, or todo.