Prospect Status, Manager, Group Association, and Summary Information

Research detail information lives on the prospect's Wealth Summary tab in the Research details section. This tab appears when you open a prospect.

From the Research details section of the prospect's Wealth and Ratings page, you can track prospect status information, managers assigned prospects, research lists to which the prospect is associated, and any research summary data.

  1. Open the prospect's Wealth and Ratings page.

  2. In the Research details grid, select Edit. The Edit research details screen appears.

  3. In the Prospect manager field, enter the new manager you want assigned this prospect.

  4. Select Save to save the change.

  1. Open the prospect's Wealth and Ratings page.

  2. In the Research details grid, select Edit. The Edit research details screen appears.

  3. In the Research status field, enter the prospect's new status.

  4. Select Save to save the change.

  1. Open the prospect's Wealth and Ratings page.

  2. In the Research details grid, select Edit. The Edit research details screen appears.

  3. In the Research summary field, enter any summary information.

  4. Select Save to save the change.

  5. Summary data displays in the Research Summary section of the Wealth Summary tab.