Prospect Ratings Retition

@Jackie Gerry Yep, like @Faith Murray we generally keep any rating or wealth capacity data on the record until it is replaced by the same or similar data. We DO make an effort to make sure everything is dated, so we generally know when a rating was added or looked at. We think of this way: if someone had a wealth capacity of $1M+ five years ago there's a pretty decent chance that hasn't changed much.

That being said, we DO also try to do new screenings and deeper dive research into all prospects before we assign them out. Ratings are a good start, but there are always other factors that can overshadow simple wealth scores and ratings. Things don't always work out perfectly with our limited resources, but that's what we aim to do.