Prospect Status, Manager, Group Association, and Summary Information

Research detail information lives on the prospect's Wealth Summary tab in the Research details section. This tab appears when you open a prospect.

From the Research details section of the prospect's Wealth and Ratings page, you can track prospect status information, managers assigned prospects, research lists to which the prospect is associated, and any research summary data.

Edit the prospect manager assigned a prospect

Edit a Prospect's Research Status

Add Prospect Research Summary Information

Edit Research Details Screen

 

 

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