Change the researcher currently assigned to an open individual research request

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 change.
4. Click Change status and select Assigned. The Assign request to a researcher screen appears displaying the researcher currently assigned.
5. In the Researcher field, select the new fundraiser you want to assign as a researcher for this individual. Click the search icon in the field to access the Fundraiser Search screen.
6. Click Save to return to the Individual Requests tab.

 

 

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