Unconfirm a prospect’s wealth indicator information

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

1. From the prospect's Wealth and Ratings screen, click the Assets tab.
2. Expand the Wealth indicator section.
3. In the grid, expand the entry 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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