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Approve / Deny Prospect
 

A pending prospect that has been proposed by a sponsor can be approved or denied. Locate a prospect by using the search feature, the Dashboard links to Newly Added prospects, or by selecting Manage Prospects from the Prospects Tab.

Edit a Pending Prospect 

  1. Choose the pending prospect you wish to edit by clicking on the Prospectname. When a prospect is selected, information about the prospect is displayed to the left of the list.
  2. Using the options below the Prospect Information, you can also choose to add a New Prospect, or Editthe existing prospect.
  3. Click Edit Prospect to Deny or Approve the prospect, adding any details regarding the desicion in the text box.
 
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