Edit an existing prospect analysis dashboard

1. From the Prospect analysis page, in the Prospect analysis dashboards grid, select the dashboard definition you want to edit.

Note: For information about accessing the Prospect analysis page, see Access Prospect Analysis.

2. Click Edit. The Edit prospect segmentation screen appears.
3. Make any necessary changes. The Edit prospect segmentation screen includes the same fields and options included on the Add prospect segmentation screen. For information on the fields and options included on this screen, see Add a Prospect Segmentation Screen.
4. Click Save. You return to the Prospect analysis page. The edited dashboard displays in the Prospect analysis dashboards grid.

 

 

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