Activate/Inactivate a Prospect

In order to reduce the prospect list and narrow search results to only active prospects, you can designate prospects as Active or Inactive, and filter your search accordingly.

Note: Prospects that have been inactivated will display as Inactive in the Detail title bar.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Prospects.
3. In the list, select the prospect to activate or inactivate.
4. Click the Options button below the button bar.
5. Select Activate/Inactivate Client.