Add a prospect’s real estate information

1. From the prospect's Wealth and Ratings screen, click the Assets tab.

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

2. Expand the Real estate section.
3. Click Add. The Add real estate information screen appears.
4. To save your entry and return to the Assets tab, click Save.

 

 

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