Delete a relationship for an individual prospect

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

  2. Expand the Relationships section.

  3. Expand the Individual, Organization, or Household section, depending on the location of the relationship you want to delete.

  4. Locate the relationship you want to delete.

  5. Click Delete. A confirmation screen appears.

  6. Click Yes to remove the relationship.

 

 

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