- Go to Prospects > Prospect Search.
- Use the List Builder to search for the prospect you would like to edit.
- Your results will display in the Results pane.
- Click View Prospects at the bottom of the Results pane, and you will be taken to a listing of the prospect(s) that comprise your search result.
- On the Prospect Results page, click the Edit
icon to the right of the prospect you wish to edit. This will open the individual Prospect Record.
- Click on the Details tab to view their Prospect Information.
- Update the prospect field data as desired.
- Click Save when finished to retain your changes.