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.” |