| 1. | From the Prospect Research page, select the Research requests tab and click Add or from the Prospects page, under Prospect research, click Add a prospect research request. |
| 2. | The Add a prospect research request screen appears. The fields included on this screen may vary slightly based on the Record type you select. |
| 3. | Select the Record type for which you are requesting information: Individual, Research List, or Organization. |
| 4. | Depending on the Record type selected, you next must select the individual, organization, or Research List for which you want information. |
Warning: The Individual, Research List, or Organization for which you are requesting information must exist in your database before you can create a prospect research request.
| 5. | Enter any additional information required for the request, such as a priority, due date, and reason. |