| 1. | From the Prospects page, under Configuration, click Prospect Research Report Templates. The Prospect Research Report Templates page appears. |
| 2. | Click Add.The Add prospect research report template screen appears. |
| 3. | Enter a name and description for your template. |
| 4. | From the Available sections pane select, and using the arrow keys, move the selections you want to include in your report to the Selected sections pane. |
| 5. | Click Save to save the template and return to Prospect Research Report Templates page.Your new template displays in the Report templates grid. In addition, you can now select this template when creating a Prospect Research Report. |