Edit a prospect interest

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

  2. Expand the Interests section.

  3. Expand the interest you want to edit.

  4. Click Edit. The Edit interest screen appears.

  5. In the Type field, select the type of interest to add.

  6. In the Comments field, enter any additional information or detail about the interest.

  7. Click Save.

 

 

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