| 1. | From the Prospects page, click My prospect research page. The Research Request Management page appears. |
| 2. | Select the Individual Request tab. All open individual requests display in the Open research requests grid. |
| 3. | Select the request you want to designate as “Complete.” |
| 4. | Click Complete request. The Complete prospect research request screen appears. |
| 5. | Record information about how the research was completed: |
| • | Total research hours: The total amount of time spent completing the research. |
| • | Source column: Where you located the information. |
| • | Hours column: How much time you spent with the corresponding Source. |
| • | No. uses column: Number of times you used the source for this research project. |
| • | Cost column: How much did you spend using the corresponding Source. |
| 6. | Click Save. The status changes to “Complete.” In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the request as “Complete.” |