This How-to covers closing and deleting prospects or matters.
To view an instructional video click below:
Closing a prospect or matter does not remove them from your system, it simply changes the Tab Header to say “closed” instead of “open”. The only way to remove a prospect or matter from your system is by deleting them.
Note: There are only two good reasons to delete a matter: 1) it was created by mistake, or 2) it was just a place for testing and/or practice, such as a sample matter that came with the program.
Instructions
Before you can permanently delete a prospect or matter, you must first close it.
To Close a Prospect.
Click the ‘Status’ button on the right side of the Matter tab.
Choose Close Prospect.
To Close a Matter.
Click the ‘Status’ button.
Choose Close Matter.
To Delete a Prospect or Matter
Click ‘Status’ again.
Select either Delete Prospect or Delete Matter.
\uD83D\uDCCB Related articles
Creating a New Prospect or New Matter Using Contacts, Activating Prospects as Matters, Closing or Deleting Prospects or Matters, Attaching Other Contacts to a Matter, Detaching a Contact from a Matter