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. |