There are three options for associating a prospect and solicitor in with a Donor or Volunteer in GiftWorks.
- You can use the Assigned To field for the donor and enter the name of the solicitor who is assigned to that donor.
- You can create a Custom Donor Field to track solicitors.
- 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.