Skip to main content
All CollectionsAdding, Updating and Editing Prospect Records in Web Control
Changing Sales Statuses and Deleting Open Action within Web Control
Changing Sales Statuses and Deleting Open Action within Web Control
Ed Agner avatar
Written by Ed Agner
Updated over a week ago

After an action is made with a prospect (email sent, phone call note added, meeting note added), you can change the prospect's status and delete any open actions that are no longer applicable.  

  • From the Status list, select a new status and click Finish.

  • Select the actions you want to delete and click Continue.

Did this answer your question?