Assigning Solicitors to a Prospect

To assign a solicitor to a prospect:

1.    From the Donor Information task category in Donor360®, click Assigned Solicitors task.
The Solicitors Assigned to this Prospect screen displays, as shown below.
solicitors_assigned.png

2.    Click Add.
The Solicitor Constituent Chooser search screen displays, as shown below.
Solicitor_Constituent_Chooser.png

3.    Search for and select the appropriate solicitor.

4.    Select the Date From and Date To from the drop-down menus.

5.    If necessary, select the appropriate Campaign, Fund, and Appeal related to the prospect.

6.    Click Save.
Please note if you try to assign a solicitor to a prospect who already has at least one current, active solicitor assignment, the system will prompt you to choose whether to assign the new solicitor and end the other solicitor assignments, assign the new solicitor but leave the other solicitor assignments as current and active, or do not assign the new solicitor.

Note.pngIf you chose to assign the new solicitor and end the other solicitor assignment, the system will set the solicitor End Date to today's date minus one.

7.    Repeat the steps above to add as many prospects as necessary.
Click the Main Page link to return the overview donor information screen.