From this screen, you select the prospect records for which you want to update WealthPoint data, and define the search process.
|
Screen Item |
Description |
|
Name |
Name the search process you are creating. The name displays in the WealthPoint search process grid on the WealthPoint searches tab. |
|
Description |
Describe the search process you are creating. This helps users identify the process from the WealthPoint search process grid on the WealthPoint searches tab. |
|
Research List |
Select the Research List you want to include in the update process. |