Access the Prospect's Wealth and Ratings Record

We recommend you open a prospect's wealth and ratings record from the Home page with the one-stop prospect search.

1. From the Home page or from the Prospects page, underProspect research, click Search. The Search page appears.

2. Select "Search saved prospects."

3. Enter the prospect's name or lookup ID and if known, the location.

4. Click Search. All available records in ResearchPoint that match your search criteria appear.

5. To open the record, click anywhere in the prospect's row or click View RP.

6. The prospect's Wealth and Ratings record appears.

Tip: You can also open the prospect's wealth and ratings record from your research lists.