Skip to main content

Edit a prospect

Modified: 7 Jun 2026 Viewpoint Estimating Estimating Help
  1. Open the Prospect screen.
  2. In the Prospect field, do one of the following:
    • Enter the code of the prospect you want to modify and press Tab.

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

  3. Modify the fields as needed as described on the Prospect Screen Field Reference .
  4. Click Save Prospect.
Submit

Table of Contents