Confirm a prospect’s miscellaneous assets information

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

Note: For organizations and households, click Other assets 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.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Prospect Assets > Other Assets > Confirm a constituent’s other asset information