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. |