Undo "Reject" on a prospect’s stock holding information

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 for which you want to undo the "Reject" status.
4. On the action bar, click Clear status to remove the red warning icon from the Confidence column and return the record to its previous status.

 

 

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