Add a prospect interest

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

  2. In the Interests section, click Add. The Add interest screen appears.

  3. In the Type field, select the type of interest to add.

  4. In the Comments field, enter any additional information or detail about the interest.

  5. Click Save.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Personal Information > Interests > Add an Interest to a Prospect