Edit a prospect’s securities information

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

Note: For organizations, households, and groups click Securities 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 securities screen appears.
5. To save your entry and return to the Assets tab, click Save.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Prospect Assets > Securities > Edit a Prospect’s Stockholding Information

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492