Add a prospect to an existing group or household

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

2. In the Relationships section, click Add to a group or household. The Add constituent to group or household screen appears.

3. In the Group/Household field, search for and select the group or household to which you want to add this prospect.

4. Click Save.

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492