Unconfirm a prospect’s biographical data information

The Clear status option also removes the "Reject" tag.

1. From the prospect’s Wealth and Ratings page, select the Biographical information tab.
2. Expand the Biographical data section.
3. Locate and select the record you want to unconfirm.
4. On the action bar, click Clear status to remove the check mark from the Confidence column and return the status to “Unconfirmed.”

 

 

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