--- title: How to Delete, Edit, or Merge a Prospect or Client description: This article explains how to manage Prospect and Client records in the portal, including editing details, converting prospects to clients, merging duplicate records, and deleting records when necessary. --- [Skip to content](https://help.yourstake.org/knowledge/how-to-delete-edit-or-merge-a-prospect-or-client#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en) 3. [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) # How to Delete, Edit, or Merge a Prospect or Client ## This article explains how to manage Prospect and Client records in the portal, including editing details, converting prospects to clients, merging duplicate records, and deleting records when necessary. #### Accessing a Prospect or Client Record 1. From the [**Home page**](https://www.yourstake.org/ui/advisor/home?hsLang=en), select the **People** tab on the left side of the site. 2. Click on the **Prospect** or **Client** you would like to update.![Screenshot 2025-12-22 at 07.42.39](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202025-12-22%20at%2007.42.39.png?width=670&height=74&name=Screenshot%202025-12-22%20at%2007.42.39.png) --- #### Edit a Prospect or Client 1. Open the Prospect or Client record. 2. Select the Manage Entity dropdown. Then choose "Edit Name".![Screenshot 2026-01-31 at 08.42.53](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-01-31%20at%2008.42.53.png?width=670&height=106&name=Screenshot%202026-01-31%20at%2008.42.53.png) 3. Make the necessary changes. 4. Select **Save changes** to apply your updates. --- #### Convert a Prospect to a Client 1. Open the Prospect record. 2. Select the Manage Entity dropdown. Then choose "Convert to Client".![Screenshot 2026-01-31 at 08.43.14](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-01-31%20at%2008.43.14.png?width=670&height=104&name=Screenshot%202026-01-31%20at%2008.43.14.png) 3. The record will be updated and moved from Prospect status to Client status. --- #### Merge a Prospect or Client Merging is useful when duplicate records exist. 1. Open the Prospect or Client record the user wants to merge into another entity (Note: This will be the entity that is removed once it is merged). 2. Select the Manage Entity dropdown. Then choose "Merge".![Screenshot 2026-01-31 at 08.43.34](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-01-31%20at%2008.43.34.png?width=670&height=92&name=Screenshot%202026-01-31%20at%2008.43.34.png) 3. Search for the other Prospect or Client using their **name or email address**.![Screenshot 2025-12-22 at 07.47.54](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202025-12-22%20at%2007.47.54.png?width=670&height=137&name=Screenshot%202025-12-22%20at%2007.47.54.png) 4. Select the correct record from the search results. 5. Review the information. 6. Select the green **Confirm merge** button to complete the process. > **Note:** Merging combines information from both records into one. --- #### Delete a Prospect or Client 1. Open the Prospect or Client record. 2. Select the Manage Entity dropdown. Then choose "Delete Entity".![Screenshot 2026-01-31 at 08.43.51](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202026-01-31%20at%2008.43.51.png?width=670&height=95&name=Screenshot%202026-01-31%20at%2008.43.51.png) 3. A pop-up will appear showing the information that will be deleted.![Screenshot 2025-12-22 at 07.49.58](https://help.yourstake.org/hs-fs/hubfs/Screenshot%202025-12-22%20at%2007.49.58.png?width=670&height=388&name=Screenshot%202025-12-22%20at%2007.49.58.png) 4. Scroll to the bottom of the pop-up. 5. Type **delete** into the confirmation text box. 6. Select the red **Delete** button at the very bottom to permanently remove the record. > **Warning:** Deleting a Prospect or Client is permanent and cannot be undone. - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake