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All > Send a Risk Tolerance Questionnaire to a Prospect > From the Overview tab of the prospect’s page

From the Overview tab of the prospect’s page

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  • While in the Prospects section, click on the prospect that you would like to send a Risk Tolerance Questionnaire to.
From the Overview tab of the prospect’s page
  • You will be taken to the Overview tab. From here you can click the Update Risk Tolerance button.
Update Risk Prism