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Services or Offerings?
AAD - Additional Information Updates
  1. Services
  2. Prospect Updates
Additional information to be added to the SPI.
AAD - Biographical Research
  1. Services
  2. Research Requests
Research needed to find contact information, employment information, and/or philanthropy on your tracked prospect
AAD - Other Research Project
  1. Services
  2. Research Requests
For projects other than those listed, or for a broader request encompassing more parts
AAD - Portfolio Changes
  1. Services
  2. Portfolio Changes
For drops/moves, or other changes to a portfolio.
AAD - Prime/Secondary Changes
  1. Services
  2. Portfolio Changes
Add or remove Prime or Secondary roles to prospects.
AAD - Prospect Development Training Request
  1. Services
  2. Miscellaneous Requests from OPD
For requesting training by prospect management or prospect research employees for you (or your team)
AAD - Prospecting Project
  1. Services
  2. Research Requests
For help with prospecting, pending availability of researcher
AAD - Q-Rating Update
  1. Services
  2. Prospect Updates
Submit your q-rating(s) for updating prospect record(s)
AAD - Solicitation Review
  1. Services
  2. Research Requests
AAD - Wealth Update
  1. Services
  2. Research Requests
For capacity rating updates or more in-depth wealth assessment, if appropriate.
AAD - Staff Resource Assignment update
  1. Services
  2. Miscellaneous Requests from OPD
Updating a staff member's resource assignments such as Unit or Gift Intention Specialist.