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Categories (4)
Portfolio Changes
Request moves or drops from portfolios and requesting add/remove of Pri/Sec roles on prospects.
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Prospect Updates
For submitting Q-ratings or "additional info" to update a prospect's SPI record
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Research Requests
For all your research needs!
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Miscellaneous Requests from OPD
Training requests and Staff Resource Assignment updates
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AAD - Portfolio Changes
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AAD - Prime/Secondary Changes
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