Edit prospect biographical information imported from Marquis Who’s Who

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

  2. Expand the Biographical data section. All existing records display. The Source column displays from which data source the information was gathered.

  3. Expand any record you want to edit.

  4. To save your changes and return to the Biographical tab, click Save.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Edit data imported from Marquis Who's Who