Income Analysis - Creating Research

Create Income Analysis research through the Contact record.

Navigate to Contacts tab:

Find your client in the list or search:

Scroll down to Income Analysis and click New:

Complete New Income Analysis details:

Save

Click into the below link or into the newly created research:

This will take you into the Add Goal Details screen:

For further information on Income Analysis research, see article Income Analysis - Add Goal Details

If you would like to complete joint life research, see article Income Analysis - Joint Life - Create Research