Edit an individual 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 section.

  4. Locate the individual you want to edit.

  5. Click Edit. The Edit a relationship screen appears.

  6. Make any necessary changes.

  7. Click Save.

 

 

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