Prospect Research

The main system role in ResearchPoint, this role grants users access to features used to determine prospect qualifications. Rights include but are not limited to adding, editing, and managing constituent records; searching for Wealth Information; importing and exporting data; and using advance features such as Mapping and Prospect Analysis dashboards.

Task name	Task description	Functional area
Add a group	Add a new group constituent.	Prospects
Add a household	Add a new household constituent.	Prospects
Add a prospect research request	Add a new prospect research request.	Prospects
Add an individual	Add a new individual constituent.	Prospects
Add an organization	Add a new organization constituent.	Prospects
Ad-hoc query search	Search for an ad-hoc query and view the results.	Analysis
Batch entry	Manage batches through all stages of the batch workflow.	Administration
Community	Launch browser and participate in ResearchPoint Community blogs, user forums, and Idea Bank.	Prospects
Constituent density map	Create a heat map of selected constituent addresses to help determine the location of most prospects.	Mapping
Constituent search	Search for and view constituent records.	Prospects
Export	Create and manage exports of query results.	Administration
Import	Create and manage imports into batch.	Administration
Manage research groups	Create, populate and view research groups.	Prospects
Mapping	Interactively map records based on their geographical locations.	Prospects
My prospect research page	View my prospect research area.	Prospects
Organization search	Search for and view organization constituent records.	Prospects
Product news	Launch browser to read about ResearchPoint product news, release notes, and The Prospector.	Prospects
Prospect analysis	Analyze and segment prospects based on data modeling.	Prospects
Prospect Quick Search	Search for new prospects using partial information.	Prospects
Query	Create and manage queries.	Analysis
Search The Raiser's Edge	Search for a Raiser's Edge constituent to add or link.	Prospects
Target Analytics events	Launch browser and learn about upcoming Target Analytics webinars, seminars, and conferences.	Prospects
The Raiser's Edge integration	Configure the settings for integration with The Raiser's Edge.	Prospects
Training	Launch browser and open the ResearchPoint eLearning Library to view training videos.	Prospects
User guides	Launch browser to view the ResearchPoint Admin, Data, and Prospect Management Guides.	Prospects
Wealth and ratings data	Configure WealthPoint searches and ratings.	Prospects
Wealth capacity formula management	Manage wealth capacity formulas.	Prospects
Match settings (batch/import)	Set constituent match settings	Batch and Import