How Can You Customize Your ResearchPoint?

Hello fellow ResearchPoint users!

In the beginning of our training series, we talk about what ResearchPoint is and the basics of using it to build prospect profiles and screen your prospects through WealthPoint.  But how do you make ResearchPoint work more specifically for you and your organization?  What if the default selections of features like the giving capacity formula or attributes just aren't cutting it for your organzation?  

In our Advanced Configuration class on Friday's, we delve into the various ways of customizing your database to include custom giving capacity formulas, and how you can create custom attributes to further segment your records, creating focus on specific groups for projects.  By creating a giving capacity formula that best works for your organization, you can ensure that your ask amounts are in the right proportion to your prospect's overall wealth.  

So join us on a Friday to learn more about how to use all of that WealthPoint data! 

Happy researching!