Adding an additional account to Prospect in VADIS

Yes! Learn how to add an additional account in VADIS

 

Can I add an additional account(s) to a prospect?
 
Yes.  If the additional account will have the same values and risk, you can add another account to your prospect, by selecting "Add Account" from the Set-up step.
 
 
Note: if the additional account will have different values and/or risk, then you will want to create another prospect.