Delete a prospect research report template

1. From the Prospects page, under Configuration, click Prospect Research Report Templates. The Prospect Research Report Templates page appears.
2. In the Report templates grid, select the template you want to delete.

Warning: You cannot delete system templates.

3. Click Delete. A confirmation screen appears.
4. Click Yes to delete the selected template.
5. You return to Prospect Research Report Templates page. The deleted template no longer displays in the Report templates grid. In addition, you can no longer select this template when creating a Prospect Research Report.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Configuration > Prospect Research Report Templates > Delete a Prospect Research Report Template