Add an image to a prospect'

  1. From the prospect’s Wealth and Ratings page, select the Biographical Information tab.

  2. In the Personal information section, click Edit. The Edit personal information screen appears.

  3. In the Image field, click Choose file. The File Upload screen appears.

  4. Locate the image you want to add to the record.

  5. Click Open. The image appears on the record.

  6. To remove the image, click Clear file.

 

 

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