From the following locations in ResearchPoint, you can update the prospect's status and prospect manager.
Prospect Record, Wealth Summary tab, in the Research details section, click Edit.
From a research list, click the double arrows next to a list member and click Edit research details.
From a household, organization, or group record in ResearchPoint, on the explorer bar, under Tasks, click Edit research details.
Before you change the research details for a prospect, review the following about each field to understand what it means when you make the change.
When you select confirmed, you indicate that research is complete on a prospect. Do not mark the checkbox until you are confident that all your research is complete. When you save a prospect with a confirmed status, they are flagged as a major giving prospect.
We recommend in these two examples, that you do not mark the checkbox.
If you complete an initial wealth screen on a prospect and the data found does not meet your organization's criteria as a "prospect" to pursue further, do not mark the Confirmed checkbox. In this situation, the research is not complete because you chose not to do any further research.
If you complete an initial wealth screen and find a very wealthy prospect that you know your organization will want to ask for a gift, do not mark the Confirmed checkbox until research is complete. In this situation, you may be planning to spend more time carefully analyzing the data for the prospect. When all the research is finalized, return to the Edit research details screen and mark the checkbox then.
In the Prospect Manager field, assign for the first time or re-assign a prospect to a prospect manager. For example, you may find that in your research that the prospect lives full-time in a geography that is better served by a different prospect manager. Re-assign to the person who is a better fit.
The Research summary field is a place for you to add a summary about the prospect, which can show up in the research report. It may contain some biographic summary, some ideas on how the prospect should be solicited, and interesting tidbits that came up during your research.