After you create and submit a prospect research request, the system generates a Research Request record. The record is composed of two tabs: the Prospects tab and the Documentation tab. It also includes a research request summary section.
Note: There are two main pieces to a research request - the main request and the individuals included in the request. For example, if you create a request for a group and the group has 10 members, when you submit the request 10 different requests are created off the main request - one request for each individual. Should you access the prospect request record for just one of these individuals rather than the main request, the record does not include the Prospects tab. The summary section and Documentation options are available for the individual.
The summary section provides an overview of the request, displaying the status, priority, request date, number of constituents, and much more.
The Prospects tab displays all constituents included in the request. From here, you can also perform the following tasks: