| 1. | From the Prospects page, click My prospect research page. The Research Request Management page appears. |
| 2. | Select the Individual Requests tab. |
| 3. | Click Add. The Add a prospect research request screen appears. The fields included on this screen may vary slightly based on the Record type you select. |
| 4. | Select the Record type for which you are requesting information. For example, Individual, Organization, or Research List. |
| 5. | Depending on the Record type select, you next must select the constituent or Research List for which you want information. For example, if you select the “Research List” Record type, the Research List to include in request field appears. Search for and select the group. After you select the group, the Constituents to research grid populates to include all group members. |
Warning: The constituent or Research List for which you are requesting information must exist in your database before you can create a prospect research request.
| 6. | Enter any additional information you want to provide with the request, such as a priority, due date, or reason. For more information about the fields and options included on this screen, see Add a Prospect Research Request Screen. |
| 7. | Click Save. The constituents included in the request now display in the Open research requests grid. |