A search process defines what and how information is extracted from WealthPoint. From the WealthPoint searches tab in Wealth And Ratings Data, you can edit existing search processes. If you want to change the prospect group used in the process, you may want to first edit the group in Manage Research Lists.
You can also edit a process from the WealthPoint search process screen by clicking the Edit process option included in Tasks on the Explorer bar. The process screen appears after you run a process or when you select a process on the WealthPoint Searches tab of the Wealth And Ratings Data page then click Go to WealthPoint search process.