Skip to main content

Adding Prospects to a Solicitor

Paige Freeman
  • Updated

Perform the following to assign a donor to the solicitor:

  1. From the Solicitor Summary, select the Prospects tab.
    The Assigned Prospects page displays.
  2. Select +New Prospect.
    The Add Prospect page displays.
  3. Search for and select a customer to add as a Prospect.
    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.
    If 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.
  4. Select the Date From and Date To from the drop-downs.
  5. Repeat the steps above to add as many prospects as necessary.