Confirm a prospect’s real estate information

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

Note: For organizations and households, click Real estate 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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