How to Submit a Prospect Research Request
Entering a Request
Navigate to the Prospects functional area and select “Add a Prospect Research Request”.
Enter your request criteria in the screen that appears. **Use the criteria descriptions noted below**
My Fundraiser Page status definitions as related to Research Requests
- Pending = Request has NOT been assigned
- Assigned = Request has been assigned to researcher as indicated on My
Fundraiser Page - In Progress = Researcher has begun working on the profile; Profile is waiting
for review - Completed = Profile is completed; select the Request ID to retrieve from
the documentation tab
Research Types (needed for the add prospect research request screen):
*Actual time does not include time pending assignment or awaiting review and assumes no
concurrent assignments. Therefore, completion time will vary based on workload.*