Reject prospect's miscellaneous asset information

If while attempting to confirm a prospect's miscellaneous asset 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.

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

Note: For organizations and households, click Other assets in the Wealth summary section of the Wealth and Ratings screen.

3. In the grid, expand the entry you want to reject.
4. On the action bar, click Reject. A red warning icon displays in the Confidence column and the rating number is changed to "0."

 

 

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