Designate an open individual research request as “In progress”

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 “In progress.”
4. Click Change status and select In progress. The status changes to “In progress.” The Complete request option is also activated. In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the individual request as “In progress.”

 

 

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