Supporting Information

Under Supporting information you can track notes entered about this prospect, view any attachments such as Word documents or Excel reports, and view media links included on the prospect.

To view the supporting information of an individual prospect, select the Supporting information section of the Biographical Information tab on the prospect's Wealth and Ratings screen screen.

Add Notes to Prospect

Edit Notes on a Prospect

Delete Notes from a Prospect

Add URL link to Prospect

Open Linked File

Edit URL Link on Prospect

Delete URL Link on Prospect

Add Attachment to Prospect

Edit Attachment on Prospect

Delete Attachment from Prospect

Filter Supporting Information Display

Export Prospect Supporting Information

Notifications

 

 

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