Remove Prospects

Prospects may be removed if the invitation was mistakenly sent, the individual is no longer with the organization, a duplicate was created, etc. Removing a prospect changes their status to Removed but does not delete them from the system.

Note: Only prospects with a status of Outstanding can be removed.

  1. Navigate to the Nonprofit Management > Prospective Nonprofit Administrators area.

  2. Click on the x icon next to the prospect in the table.
    npoconnect-prospect-remove-button.png

  3. In the Remove Prospect screen, you can provide a comment. This is recommended but not required. Any comments included will be available when downloading prospects.
    npoconnect-prospect-remove-modal.png

  4. Click on the Remove prospect button to confirm.

The prospect's status will be changed to Removed. They will not be sent any further outreach emails.