Reject prospect biographical data information

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

Note: To access this tab, run a constituent search for the constituent record for which you want to view affiliation information. The constituent's Wealth and Ratings page appears. Select the Affiliations tab.

2. Expand the Biographical data section.
3. Locate and select the record you want to reject.
4. On the action bar, click Reject. The “Reject” icon displays in the Confidence column.

Click Clear status to remove the icon from the Confidence column.

 

 

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