Reject prospect's wealth indicator information
If while attempting to confirm a prospect's wealth indicator information, you discover it to be unreliable and you want the information designated as such on the record, you can reject the information without removing it from your system.
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Expand the Wealth indicator section. |
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In the grid, expand the entry you want to reject. |
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On the action bar, click Reject. A red warning icon displays in the Confidence column and the rating number is changed to "0." |