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| Welcome to
TeamBuilder Software
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Edit
Prospect |
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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
-
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.
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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.
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Using the options
below the Prospect Information, you can also
choose to add a New Prospect, or
Edit
the
existing prospect.
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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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