Add a prospect’s business ownership information

1. From the prospect's Wealth and Ratings screen, click the Assets tab.
2. Expand the Businesses section.

Note: For organizations and households, click Businesses in the Wealth summary section of the Wealth and Ratings screen.

3. Click Add. The Add business ownership information screen appears displaying the Company tab.
4. To save your entry and return to the Assets tab, click Save.

 

 

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