View a prospect's employment history

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

  2. Expand the Relationships section.

  3. Expand the individual or organization entry for which you want to view employment history.

    For example, if you want to see the prospect's history with an organization included in the Relationships section, expand the organization entry, and in the Relationship column, click the Employer link. The prospect's employment history with this organization displays.

  4. Click Back to return to the Wealth and Ratings screen.

 

 

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