Undo "Reject" on a prospect’s stock holding information
-
From the prospect's Wealth and Ratings screen, select the Assets tab.
-
Expand the Securities section.
-
For organizations and households, select Securities in the Wealth summary section of the Wealth and Ratings screen.
-
In the grid, expand the entry for which you want to undo the "Reject" status.
-
On the action bar, select Clear status to remove the red warning icon from the Confidence column and return the record to its previous status.