How to Submit a Prospect Research Request

How to Submit a Prospect Research Request

Entering a Request

Navigate to the Prospects functional area and  select “Add a Prospect Research Request”.

prspct_rsrch_request_image

Enter your request criteria in the screen that appears. **Use the criteria descriptions noted below**

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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.*