Updating a Prospect to a Client
- Mercedes Rothwell
Owned by Mercedes Rothwell
Click on Images to Expand Them
Tip: Click the link under each image to view it in more detail.
New investor records created with Tracker-BI are added to the system as prospects. In order to create other Work Items in the system (such as accounts), you will need to return to the client record and update the client’s information with a SSN and any other required fields.