How to: Research Prospects:

Researching events through your Client Management Interface is easy. Please note that you must have permission to request research from your authorized account manager as it may result in billable expenses to your account.

Research is able to be requested from any report screen in the Client Management Interface, but most likely your weekly readerboard reports will be where you request the majority of your research.

To access your weekly readerboards, simply click on the My Reports tab at the top of the your browser window:

Your weekly readerboard report will be displayed on the screen for the first hotel in your compset. Scroll to the bottom of the report to where you see six actionable icons:

The second icon from the left is that of a pen. This is the icon for requesting research. Note that to the left of every organization on your report, there is a checkbox. If you wish to request research on any event, simply check this box. You may select as many events on one screen to have researched as you like. When you have checked the box next to each event you would like to have researched, click the research icon action button.

A window will popup showing you one of three possibilities:

Informing you of the number of research tokens currently in your bank account and asking for confirmation to proceed with research on the selected events.
Giving you an alert that the number of events you are currently requesting research on plus the number of events you have pending research coming in on (if any) is greater than the number of research tokens left in your bank account. In this case, you will have to request more research tokens be added to your account.
Alerting you that you have not been given permission by the Authorized Account Manager to request research. To be able to request research, your Authorized Account Manager must give you permissions in the My Account area of their Client Management Interface.

Once you confirm your research request, the events to be researched are sent instantaneously to CMX where a research admin will respond to each request in a timely manner.

You can periodically check on the status of your research requests through your Prospect Manager, which is the first screen you see when you log in to your client account. You may also reach it by selecting the Manager tab from the top of your browser window.

The instant the CMX completes a research request, you will be notified through the Prospect Manager. Select Researched Prospects from the menu on the left hand column of the interface. Here, fulfilled research requests will be marked as either complete or unsuccessful. To view the details of the research, simply click on the organization name.

A window will popup outlining the overall status of the prospect. If the research request was complete, it will outline the group and planner information here. If it was marked unsuccessful, you will see a note from a CMX admin explaining why information could not be found on the event. You are never charged a research token for research requests that are returned unsuccessful.

If you wish, you can request that an email alert be sent to you when a research request has been fulfilled. You can specify this preference by selecting My Account from the top navigation menu, then Set Alert Preferences from the left hand menu.

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