How do I edit or delete an existing Firm List in Panel Management?

Firm Lists created in the PERSUIT platform can be edited and deleted at any time.

• Editing a Firm List
• Deleting a Firm List

If you need to create a new firm list, you can view this article for more information.

Note: Only Group Managers can edit and delete Firm Lists in Panel Management. Those who don’t have Group Manager access will still be able to view the lists but will not be able to create, delete, or edit them.

In the Panel Management page, you'll see a list of the existing firm lists created by you and your organization.

You can search for any specific list using the search bar found at the top right of the page. 

When you find the firm list you would like to edit or delete, press the down arrow at the right of the firm list card. 

The firm list card will expand and you will find a preview of the firms included in the list, the description and the instructions. You will also find the options to DELETE and EDIT LIST at the bottom right of the firm list.

Edit Existing Firm Lists:

To edit this firm list, click Edit List.

You will be taken to the firm list drafting screen where you can make necessary changes to your list. 

After the edits have been made, click Update List at the bottom of the screen to save the changes made.

Delete Existing Firm Lists:

Click Delete to delete the firm list from your organization's panel management page.

You will be presented with a confirmation screen to review your decision. Press Yes, Delete to finalize the process and remove the firm list for your organization.

Note: Firm Lists cannot be restored after they have been deleted.