Edit 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 edit.
4. Click Edit. The Edit business ownership information screen appears.
5. To save your entry and return to the Assets tab, click Save.

 

 

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