Before any one can be a Prospect Manager in ResearchPoint they must have their own ResearchPoint record and be assigned the constituency code of fundraiser. 

I. Add the Constituency Code to the records that will be prospect managers
  1. Open the record in ResearchPoint
  2. Select the Affiliations Tab
  3. Select Add next to Constituencies, choose Fundraiser
  4. Set the 'Date To' as the current date and leave the 'Date From' blank
  5. Save

To assign a Single Prospect Manager to a single record: 
  1. Open the Record in ResearchPoint
  2. Select Edit next to Research details at the bottom of the Wealth Summer Page
  3. Type in the Prospect Managers name and click the magnifying glass
  4. Once the Prospect Managers name appears, select save.
To Add or Update a Group of Records with a Single Prospect Manager 
  1. Group the records into a research list that you wish to update their Prospect Manager
  2. Open that Research list by selecting Prospects- View All Lists
  3. Once the list is open, check the square box in the left hand corner just under the search bar to highlight the first 100 records
  4. Select the link 'Assign Prospect Manager (100)'
  5. Search for the Prospect Manager- If you want to update any record that currently has a prospect manager with this new prospect manager, check the box to Update records with existing prospect manager. Otherwise only records that do not currently have a prospect manager will get assigned one. 
  6. Save
  7. Repeat for each page of 100 until the Research list is complete. 
To Remove Prospect Managers from a Group of Records
  1. Group the records into a research list that you wish to update their Prospect Manager
  2. Open that Research list by selecting Prospects- View All Lists
  3. Once the list is open, check the square box in the left hand corner just under the search bar to highlight the first 100 records
  4. Select the link 'Assign Prospect Manager (100)'
  5. Leave the Prospect Manager filed blank and check the box to Update records with existing prospect manager.  
  6. Save
  7. Repeat for each page of 100 until the Research list is complete. 
To Assign multiple Prospect Managers to Different Records
This is done through importing How to import Prospect Manager