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Delete a prospect

Modified: 7 Jun 2026 Viewpoint Estimating Estimating Help

You can delete a prospect as long as you have not used it anywhere.

  1. Open the Prospect screen.
  2. In the Prospect field, do one of the following:
    • Enter the code of the prospect you want to delete and press Tab.

    • Click to select the prospect you want to delete from a Lookup List.

  3. Click Delete Prospect.
  4. Click Yes.
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