The prospect research request tools allow you to submit a prospect research request; designate the search for a specific record type (constituent, organization, Research List); enter request information such as priority, type of research, reason for request, and much more; and track the results.
Note: Enterprise Constituent Record Management users can also include event registrants in a research request.
When you create a request, several request records are created: one for the overall request and additional request records for each individual included in the request. For example, if you create a “Constituent” request and add three individuals to the Prospects to research grid on the add screen, a record is created for the general constituent request and three additional records are created for each individual you listed in the grid. Research officers can then address each individual record when they complete work on the constituent research request.
Prospect Research Request Workflow
Manage Prospect Research Requests
Manage Submitted Research Requests