Add prospect biographical information

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.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Add Biographical Information