Unconfirm a prospect’s stock holding information

The Clear status option also removes the "Reject" tag.

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

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

3. In the grid, expand the entry you want to unconfirm.
4. On the action bar, click Clear status to remove the check mark from the Confidence column and return the status to “Unconfirmed.

 

 

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