An Introduction
(Session One: The Basics)

As a prospect research software, ResearchPoint allows you to build comprehensive wealth profiles, manage lists of prospective donors, and access publicly available wealth and asset data. In these sessions, we will be walking through the ResearchPoint database, and the tools and features embedded within it.

Session One: The Basics

  • Basic navigation of ResearchPoint

  • Screening and researching individual records

  • Using the prospecting database