Confirm a prospect’s business information

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

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

3. In the grid, expand the entry you want to confirm.
4. On the action bar, click Confirm. A check mark appears in the Confidence column of the grid.

 

 

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