Link an Individual prospect to an Application User

You can link an application user's login name to a corresponding prospect record so you can view information about the user's activities as a prospect.

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

  2. In the Personal information section, click Edit link to user. The Edit link to user screen appears.

  3. Select <Prospect Name> is linked to:

  4. Click the search icon to locate and select the application user to which you want to link this prospect.

  5. When you return to the Edit link to user screen, click Save.

 

 

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