Add a prospect’s miscellaneous asset information

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

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

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

 

 

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