1. | From the prospect’s Wealth and Ratings page, select the Biographical Information tab. |
2. | Expand the Biographical data section, and click Add. The Add biographical information screen appears, displaying the Name & address tab. |
• | The Name & address tab includes name, home address, business address, birth information, and gender. You can edit any information contained on this screen. |
• | The Bio 1 tab includes education, personal, family, award, and membership information. |
• | The Bio 2 tab includes civic and military service information. |
• | The Career tab includes career, occupation, position, and certification information. |
3. | To save your changes and return to the Biographical tab, click Save. |