Add a attributes to a prospect

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

  2. In the Attributes section, click Add. The Add constituent attribute screen appears.

  3. In the Category field, select the type of attribute to assign to the prospect. Your organization sets up attribute categories in Administration.

  4. Enter or select the value of the attribute category to assign to the prospect.

  5. If the attribute applies to the prospect for a finite duration, select the start and end dates of the constituent attribute.

  6. In the Comments field, enter any additional information to record about the attribute.

  7. Click Save.

 

 

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