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Welcome to TeamBuilder Software
Edit Prospect
 

A prospect can be edited in a variety of ways. Newly added prospects can also be edited from the Dashboard , and all prospects can be accessed and edited by selecting Manage Prospects from the Prospects Tab.

Edit a Prospect

  1. Choose Manage Prospects from the Prospects Tab. A list of current prospects dispays at the top of the page, and can be sorted by clicking on the blue column headings, or by using the filters above the prospects list.
  2. Choose the prospect you wish to edit or delete by clicking on the Prospect name. When a prospect is selected, information about the prospect is displayed to the left of the list.
  3. Using the options below the Prospect Information, you can also choose to add a New Prospect, or Edit the existing prospect.
  4. The Status of the prospect will determine what options you have to update their information. If a prospect is pending, Click Edit Prospect to Deny or Approve their entry into TeamBuilder.
    If a prospect is active, hired, or expired Click Edit Prospect and modify the information on each tab as needed.

Remember to use the tabs on the Form to navigate to different sections. Using your browser's back button will cause you to lose your most recent data. You should also ensure that your work is saved by clicking the "Save" or "Next" buttons before moving on to the next tab.

 
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