E-Training*: Closing or Deleting Prospects or Matters

This How-to covers closing and deleting prospects or matters.

To view an instructional video click below:

Video Link: Closing or Deleting Prospects or Matters

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

1. Before you can permanently delete a prospect or matter, you must first close it.

2. To Close a Prospect.

   1. Click the ‘Status’ button on the right side of the Matter tab.

   2. Choose Close Prospect.

3. To Close a Matter.

   1. Click the ‘Status’ button.

   2. Choose Close Matter.

4. To Delete a Prospect or Matter

   1. Click ‘Status’ again.

   2. Select either Delete Prospect or Delete Matter.

 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