Add prospects to an existing research request

1. From the Research Request page, under Tasks, click Add prospects to request. The Add prospects to a research request screen appears.

You cannot change the Status from this screen.

2. In the Prospects to add grid, add the new prospect. Click the search icon at the end of the field to access the Constituent Search screen.
3. You can also enter a Priority, Due date, Research type, Request reason, and Notes for the additional prospects. For more information about these options, see Add a Prospect Research Request Screen.
4. Click Save. You return to the Research Request screen. Your newly added prospects display in the Prospects grid.

 

 

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