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Select an existing prospect

  • Updated on Mar 23, 2026
  • Published on Mar 6, 2026
  • 1 minute(s) read
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In the list of prospects, you can open the record that you want to edit.

Steps

  1. Go to Sales and marketing > Relationships > Prospects > All prospects.

  2. In the list, find and select the desired record.

  3. Click Edit.

  4. Close the page.