Defining Solicitor Yearly Goals

When adding a new yearly goal to a donor or prospect, the system validates the uniqueness on org/org unit, Goal Begin Date, Solicitor, Campaign, Appeal, Fund, Expected Donation Type, and Fiscal Year.

Perform the following to add yearly goals for the solicitor:

1. From the Solicitor Summary, select the Yearly Goals tab.
   The Yearly Goals page displays.
   
2. Select +New Yearly Goal.
   The Add Yearly Goal page displays.
   
3. If necessary, change the Year.
4. Select the Expected Donation Type from the drop-down.
   This is the type of donation expected from the prospect.
5. If necessary, select the Goal Begin Date from the drop-down.
   This is the start date the yearly goal will begin calculating. This field (along with the Goal End Date field) is only used if the organization wants to define a goal for the solicitor for a period of time other than the fiscal year.
6. If necessary, select the Goal End Date from the drop-down.
   This is the last date the yearly goal will begin calculating. This field (along with the Goal Begin Date field) is only used if the organization wants to define a goal for the solicitor for a period of time other than the fiscal year.
7. Enter the Target Giving Amount.
   This is the goal amount of money raised for the year.
8. Select Save.
9. Repeat the steps above to add as many yearly goals as necessary.