Confirm a prospect’s wealth indicator information

1. From the prospect's Wealth and Ratings screen, click the Assets tab.
2. Expand the Wealth indicators section.
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 > Wealth Indicators > Confirm a Prospect’s Wealth Indicator Information