Access a Prospect's Wealth and Ratings Record

1. From Prospects, select Search Prospects.

   Tip: You can also open a prospect's wealth and ratings record from their constituent record (under More information) or from research lists.

2. Select Search saved prospects.

3. Enter the prospect's name or lookup ID and location (if known), then select Search.

4. From the search results, select the prospect to open their wealth and ratings record.

For more information, see Wealth and Ratings.