How to Deleting a Prospect/Lead (i.e., Contact) Record: KBA

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Article ID: 4141

Subject: Deleting a Prospect (i.e., Contact) Record

Last Modified: September 18, 2013

Applies to: Pro Gold XP 2.0

Issue: A prospect record is entered under the Work With Prospects icon on the Prospects Tab and needs to be removed. ProGold i2 does allow removal, but there is one circumstance where the removal process will “not” delete the record: If the contact record is linked to a property via the Buyer/Seller Tab.

Resolution: Actions required to delete a prospect record:

• Go to the main Prospects Tab

- Select Work With Prospects icon.

- Use binoculars to retrieve the desired record

- Select Edit button to open the record for edit

- Select Delete option in the Status field

- Select Done button to save the record and exit Work With Prospects

- Note: The system will not delete a prospect record if it is linked to a property via the Buyer/Seller Tab.

• Go to main Properties Tab

- Select File Maintenance icon

- Verify the date displayed is today’s date, if it is, select Yes

- Select Yes to the sync to VML prompt

- System will display a Maintenance Complete screen with results how many prospect (contact) records were deleted

- Click OK button to close the screen

References: Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold XP Documentation, and Training Webcasts:

http://secured.progoldi2.com

• The Enhancement HelpNet links are located on the right side of the web page.

Related articles: N/A

Keywords: Prospect, Contact, Delete, Remove, Maintenance, 4141