Prospect Referral Form

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.

  1. 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.
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  2. Click on the drop down arrows next to the due date of the Prospect Referral to either accept or reject this referral.
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  3. Enter the appropriate comments to move forward with an acceptance or a rejection.
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