Add a notification to a prospect

  1. From the prospect’s Wealth and Ratings page, select the Biographical Information tab.

  2. Expand the Supporting information section.

  3. Expand the Note section.

  4. Expand the note to which you want to add a notification.

  5. Click Notification, Add. The Add notification screen appears.

  6. Enter the necessary information.

  7. Click Save.

 

 

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