View prospect biographical information imported from Marquis Who’s Who or Experian

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

  2. Expand the Biographical data section. All existing records display.

  3. The Source column displays from which data source the information was gathered.

  4. Expand any record to view record details. From the expanded view, you can also confirm, reject, edit, or delete the data.

    Tip: Experian data is compiled from a combination of over 300 public and proprietary sources. The sources are compiled to produce final biographical details for each unique individual. Additional values are composed by modeling marketing database elements.

 

 

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