Mark a prospect deceased/undo deceased

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

  2. In the Personal information section, click Mark deceased. The Mark individual deceased screen appears.

  3. Enter the Deceased date, if the death is confirmed or unconfirmed and the Source of the information.

  4. To save your changes and return to the Biographical Information tab, click Save. The prospect's status is changed to deceased.

  5. To undo the prospect's deceased status, click Undo mark deceased.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Personal Information > Mark Prospect Deceased