My Fundraiser Page

The Fundraiser page in Prospects tracks individual fundraiser information. From this page, fundraisers can view a summary of their prospects and where they stand in the research request process. Prospect researchers assigned to the research request, manage the prospect research requests on the My prospect research request page.

To review the status of research request, if you are the fundraiser, from the Prospects page, click My Fundraiser page.

Note: If a fundraiser’s Application User is linked to a constituent, and the constituent has the Fundraiser constituency of entered on their Constituencies tab, the fundraiser can access the Fundraiser page. For example if Dale Baker is a fundraiser, he should have access to his Fundraiser page. To accomplish this, his Application User record must be linked to his Constituent record (which has a constituency of Fundraiser).