Delete a Research List

You have the option to delete a research list from the Research Lists page or from the research list itself.

Warning: If you attempt to delete a research list on which WealthPoint updates have been performed, you cannot delete the group without first deleting the WealthPoint search history related to the research list.

How to delete a prospect research list

  1. From Prospects, in the Research Lists section, click View all lists. The Research Lists page appears.

  2. To expand the list you want to delete, click the double arrows next to the research list name.

  3. Click Delete. A confirmation screen appears.

  4. Click Yes.

 

 

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