Unconfirm a prospect’s nonprofit affiliation information

The Clear status option also removes the "Reject" tag.

1. From the prospect’s Wealth and Ratings page, select the Affiliations tab.
2. Near the middle of the tab, expand the Non-profit affiliations section.

Note: For organizations and households, click Non-profit affiliations in the Wealth summary section of the Wealth and Ratings screen.

3. Locate and select the record you want to unconfirm.
4. On the action bar, click Clear status to remove the check mark from the Confidence column and return the status to “Unconfirmed.”

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Prospect Affiliations > Nonprofit Affiliations Information > Unconfirm a prospect's nonprofit affiliation information