Prospect research requests inform individuals in your organization responsible for prospect research that you need more information on a specific constituent or members of a Research List. The request form allows you to enter details including priority, reason, and notes to justify your request. Once the request is created and saved, the individuals responsible for prioritizing the requests can access and act upon the request. The individual responsible for submitting or requesting the research can track its progress from the Research Requests tab on the fundraiser record.
To access your fundraiser record, from Prospects, click My fundraiser page.
Edit a Specific Constituent Request
Edit an Existing Research Request
Add Prospects to Research Request
Cancel a Specific Prospect Request
Cancel an Existing Research Request
Delete an Existing Research Request
View Research Request Management page