Prospect Managers
Left-hand Navigation: Inter/national » People » Prospect Managers
A list of the staff that can oversee and manage the relationship between your organization and prospective donors can be found (and created) here.
Add
Click "Add" in the top right corner, search for the individual, and add. They must have a Compass record to be added to this list. This will create the Prospect Manager Relationship on their individual record.
Click on the "Email" tab (in the top right) if you'd like to e-mail all individuals in the list.
End Prospect Relationship
To end/remove a staff relationship, go to the individual's Profile > Fundraising > Relationships > Fundraising Relationships. Click on the relationship, enter an end date, then it is removed.