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Prospect Research and Management

Question: How can I obtain the information you have found?

Answer: There are a number of ways, depending on what you need the information for. Traditionally, information has been requested for a meeting and in this case, a profile is needed. We have created a custom research profile in the Raiser’s Edge for this purpose. (Please refer to the Raiser’s Edge Training Manual for detailed instructions on how to run this profile).

If you only need some specific information, the best way is to go to the tabs where the information is stored.

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Prospect Research and Management

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