Renaming a Prospect

1. In the left navigation pane, click the Client Management tab, and then click Prospects.

2. From the prospect grid area, double-click on the prospect you want to edit. The prospect record will open to the Accounts area.

3. Under Client Profile, click the General page.

4. Edit the Client name, First name, and Last name fields. Depending on how you want the client name to display on reports, you may also need to edit the Client Report Name field.

5. Click Save and then click the X to close the window.  Note: You may need to refresh the grid to show the updated changes.