View Wealth Summary Information

An overview of all wealth information lives on the prospect's Wealth Summary tab. The tab appears when you open a prospect.

The Wealth summary section of the tab offers a summary of all the prospect's wealth information, such as real estate, securities, and political donations. This section is view-only, but if you do need to access an asset or indicator, simply click the link provided in the grid. For example, if you need to view stock holding information, click Securities.

You can also review the giving capacity and research details for a prospect. If needed, you can edit the research details to update the research status, re-assign the prospect manager, or add a summary of your research.

 

Disable/Enable Wealth Updates

Manage Wealth Capacity

Status, Manager, Group Association, and Research Summary Information

Group Member Ratings

Data Refresh Notifications

Obtain Prospect Wealth Information

Edit Research Details

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > View Wealth Summary Information