Add a title code

1. From Prospects, click Title code defaults under Configuration. The Title Code Defaults page appears.
2. Click Add. The Add a title code screen appears.
3. Enter the title, such as Mrs. or Governor.
4. In the Gender field, select the default gender to assign to the title.
5. Click Save. You return to the Title Code Defaults page.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Configuration > Title Codes Defaults > Add a title code