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What is the Prospectus Requests App?

An overview of PRQ

Steph Stevens avatar
Written by Steph Stevens
Updated over 10 months ago

The Prospectus Requests app allows Establishments to collect and fulfil online requests for prospectuses. It also allows follow-up communications. 

The Dashboard tab allows you to see brief stats of recent prospectus request activity. 

The Requests tab allows you to see a quick preview of the individual prospectus request records and apply filters to find specific records. A Full Data View is also available which shows the record with all the information supplied by the individual.

The Ad-Hocs tab allows you to see all the Ad-Hocs that have been created, pending, or sent within the Prospectus Request App.

The Report tab gives you access to many different Prospectus Request reports.

The Form tab brings up a list of links to your Prospectus Request forms.

On the right-hand side, there is the Settings Cog. If you are a Super User this will give you access to Scheduled Data Deliveries and allow you to make changes to your Touchpoints.

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