Edit an attachment on a prospect

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

  2. Expand the Supporting information section.

  3. Expand the Attachment section.

  4. Expand the entry you want to edit.

  5. Click Edit. The Edit an attachment screen appears.

  6. Make any necessary changes.

  7. Click Save.

 

 

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