The Development Team follows a defined process for qualifying any prospect submitted to [email protected]. This process is described below.

d)  Obtain prospect research

Once a prospect has been entered at the qualification stage, a qualification stage research profile will be generated for the prospects. Use the following templates for qualification profiles:

• Individuals: https://tidescanada.box.com/s/0dhm0bc44m71w76pfhtg70kqoazmkvig
• Corporations/Foundations: https://tidescanada.box.com/s/rzkya5x6hngsyal3qs3keskb9p4zcp27

The qualification stage profile contains the minimum amount of information required to rank the prospect.

Research workflow will be managed in Salesforce through tasks. Instructions on entering tasks can be viewed below, see Create a task record in Salesforce.

 The following report can be used to track research profile tasks:  https://tidescanada.my.salesforce.com/00O610000043Szk