Add a prospect’s income and compensation information

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

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

3. Click Add. The Add income/compensation screen appears.
4. To save your entry and return to the Assets tab, click Save.

 

 

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