| 1. | From the Prospects page, click My prospect research page. The Research Request Management page appears. |
| 2. | Select the Individual Requests tab. All open requests display in the Open research requests grid. |
| 3. | Select the request you want to assign. |
| 4. | Click Change status and select Assigned. The Assign request to a researcher screen appears. |
| 5. | In the Researcher field, select the fundraiser you want to assign as a researcher for this individual. If you are associated as a fundraiser with an application user in the system, your name defaults in the Researcher field, but the entry can be edited. Click the search icon in the field to access the Fundraiser Search screen. |
| 6. | Click Save to return to the Individual Requests tab. The individual’s status is changed to “Assigned.” |