Add an attachment link to a prospect

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

  2. In the Supporting information section, click Add, Attachment. The Add an attachment screen appears.

  3. Select an attachment type. Enter the date, title, and author.

  4. Click Choose file to locate the file you want to attach.

  5. Click Save.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Documentation > Add Attachment to Prospect