When I'm under All > Common Data > BPs > Prospects and I try to delete a potential prospect, the delete button is grayed out. Does something within the prospect have to be checked or unchecked?
When I'm under All > Common Data > BPs > Prospects and I try to delete a potential prospect, the delete button is grayed out. Does something within the prospect have to be checked or unchecked?
Hi,
I believe you need to delete under BP function. Similar to how would delete a customer (cannot be deleted in customer function).
If you are referring to this location to edit, then that's where I was. Do you mean some where different?
Thanks.
i'm sorry- yes- Common Data-->BP's-->BP. The BP's function displays all the customers, suppliers, carriers, sales repts, prospects etc. This is where you would go to delete the account.
Note- if there are transactions made against the account (customer created from prospect) then you will not be able to delete.
*Community Hub is the new name for Sage City