Solicitor
Left-hand Navigation: Fundraising » All Campaigns » selected Desired Campaign » People » Solicitors
A Solicitor is a campaign-specific individual who asks for donations.
Add
- Click "Add" in the top right corner.
- Search for the individual.
- Add. This will create their relationship and add their name to the donation source drop-down to assign credit.
- They must have a Compass record to be added to this list.
End Solicitor Relationship
- To end/remove a Solicitor relationship, go to the Individual's Profile > Relationships > Organization.
- Here, click on the relationship and enter an "end date". This will remove the relationship.
There is also the ability to Email all individuals from this list through Compass. Click on the "Email" tab in the top right.