Prospect Search Enhancements in ResearchPoint 3.1

In ResearchPoint 3.1 we enhanced your experience so right from the home search screen you can locate and screen new prospects. With just name and location information in hand, you can quickly find prospects in our prospecting database for which you’d like to run a full wealth screen.

This new workflow removes the need to add prospects manually. It also auto-populates name and standardized address information, and provides you with a simple form to add the spouse and business before you screen.  This quickly gets you to the person you’re looking for, while requiring less data input to get there.

When you first open the Search secreen, the search process defaults to searching your saved prospects. You should run this process first, before adding any new prospects, to confirm the prospect does not already exist in your site. This prevents duplicates and wasted screens.

For a step-by-step walkthrough of this process, see the ResearchPoint 3.1 New Features Overview video.