Prospect Research Request Workflow

The prospect research request tools enable you to submit a prospect research request; designate the search for a specific record type (constituent, organization, Research List); enter request information such as priority, type of research, reason for request, and much more; and track the results.

When you create a request, several request records are created: one for the overall request and additional request records for each individual included in the request. For example, if you create a “Constituent” request and add three individuals to the Prospects to research grid on the add screen, a record is created for the general constituent request and three additional records are created for each individual you listed in the grid. Research officers can then address each individual record when they complete work on the constituent research request.

1. Gift officer determines additional research data is needed for a specific prospect.

2. Gift officer uses the Add a Prospect Research Request tool included in Prospects and submits the request for information about the prospect.

3. After submitting, the gift officer tracks the request activity from the Research Requests tab on the fundraiser record. From here, the gift officer can also access the research request record, edit or cancel the existing record, and add a new request.

4. Director of prospect research tracks, prioritizes, assigns, and generally manages prospect research requests from Research Request Management page. For more information, see Manage Submitted Research Requests.

5. Once the research is complete and ready for the gift officer, the director of prospect research designates it “Complete” from the Research Request Management page. This designation is reflected on the Research Requests tab of the fundraiser who submitted and requested the data.