You can either delete a prospect individually or select multiple prospects and delete them from Cadence. In addition, you can search and delete all prospects in the search list.
Delete individual or multiple prospects
Below you can find how to delete the individual prospect(s) from Cadence:
- In the Cadence » Prospects tab, select the required prospect(s) you wish to delete.
- Then, click on the Action dropdown above the grid and select the option Delete.
NOTE: You can delete the prospects individually by clicking the Delete icon on the floating toolbar when hovering over a prospect.
- A confirmation message will be displayed. Click Delete to delete the prospect(s) from Cadence.
- After successful deletion, an alert message will be displayed with the prospect's count.
Search & Delete all prospects from Cadence
Below you can find how to search and delete all prospects from Cadence in the search list:
- In the Cadence » Prospects tab, select your filter to search for prospects you wish to delete.
- Then, click on the Action dropdown above the grid and select the option Delete.
- A confirmation message will be displayed. Click OK to delete the prospects in the search list from Cadence.
Upon clicking OK, a confirmation message will be displayed to ensure the deletion of the prospect activities from Cadence. Click OK to delete the prospects.
- After successful deletion, an alert message will be displayed with the prospect's count.
NOTE:
- Prospects deleted from Cadence cannot be recovered but can be uploaded as a new prospect.
- Even though the prospects assigned to a Cadence are deleted, the prospect's record will still exist under the Cadences tab » View Cadence » Prospects tab » Total status. However, there will be no link for the Contacts for the prospects that have been deleted from Cadence. Also, icon will be displayed next to the deleted prospects
Also, a notification ‘Deleted Prospect’ will be displayed when hovering over the icon.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.