Defining Solicitors

From the Manage Solicitors page you can define solicitors, as well as optionally assign them to specific donors. Solicitors are linked to prospects via the Fnd_Prospect_Solicitor_Team table, rather than adding the solicitor to the order line. They are tracked in the Fnd_Solicitor table. You can also define yearly goals for the solicitor, which are tracked in the Fnd_Solicitor_Goal table.

To define solicitors:

1. From Fundraising Central or the left navigation, select Manage Solicitors. 
   The Manage Solicitors page displays.
   
2. Select +New Solicitor.
   The Add Solicitor page displays.
   
3. Search for and select a customer to define as a Solicitor.
4. The solicitor's Phone Number and Primary Email populate automatically.
5. The Fundraising Solicitor toggle is set to YES by default. 
   This field is used on the Manage Solicitors and Manage Owners pages to distinguish between fundraising solicitors and opportunity owners. 
6. Select the Begin Date and End Date from the drop-down menus.
7. Enter any Comments.
8. Select Save.
   To add prospects and view solicitor metrics, select the hyperlinked Solicitor Name to view the Solicitor Summary.

Screen Element	Description
Solicitor	Search field. Search for the appropriate customer to add as a solicitor.
Begin Date	Drop-down. The start date of the solicitor.
End Date	Drop-down. The last date for the solicitor.