Prospect Referral Form
The My Prospect Referrals sub-tab is now available on the My Fundraiser Page. This new feature will mirror the Research Request Process/Tracking function initiated by Prospect Research.
- After you have received a Prospect Referral email notification click on the hyperlink at the bottom of the page to bring you to the My Prospect Referrals sub-tab in GAIL.
- Click on the drop down arrows next to the due date of the Prospect Referral to either accept or reject this referral.
- Enter the appropriate comments to move forward with an acceptance or a rejection.