A search process defines what and how information is extracted from WealthPoint. Before you create a process, you must create a Research List and include all prospects for which you want WealthPoint information updated. Using the group of prospects saves you a great deal of time over updating prospects one at a time. The group can include as many prospects as necessary. If you are updating a large number of prospects, you may want to schedule the job for a time when no one is working in your system.