Access the Prospect's Wealth and Ratings Record

From a constituent, volunteer, member, or sponsor record, select Wealth and ratings under More information in the explorer bar located on the left side of the screen. The Wealth and Ratings record appears. If you do not see the explorer bar, select on the small arrow located in the upper-left side of the application screen.

Tip: You can also open the prospect's wealth and ratings record from your research lists or from Prospects, under Prospect Management, select Search Prospects.