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
