Follow

Tracking Prospects and Campaign Solicitations

There are three options for associating a prospect and solicitor in with a Donor or Volunteer in GiftWorks.

  1. You can use the Assigned To field for the donor and enter the name of the solicitor who is assigned to that donor.
  2. You can create a Custom Donor Field to track solicitors.
  3. You can create a Donor Group for each solicitor and add prospects to the respective group during Add a Donor.

You can use any option as criteria for SmartLists as well.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk