Flag Prospect

The Flag prospect link in the Tasks pane of the Wealth and Ratings page marks prospects you want to track for any purpose. For example, if you organization maintains a “Hot List” of prospects, you can use the Flag prospect link to flag the prospect and include them in your “Hot List.”

When you flag a prospect, the Flag prospect link changes to Unflag prospect. Select the Unflag prospect link to remove the prospect from your flagged prospect list.