Edit a notification 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 Note section.

  4. Expand the note you want to edit.

  5. Click Notification, Edit. The Edit notification screen appears.

  6. Enter the necessary information.

  7. Click Save.

 

 

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