How to Assign a Gift Solicitor
Eleo Users can have full or limited access to the database and are automatically listed as Solicitors. You can also add Additional Solicitors, who are listed in Eleo by name only and do not have database access. Both Eleo Users and Additional Solicitors will appear as options in the Solicitor dropdown.
- Add the gift as you normally would. If the gift already exists, simply search for it to assign a Solicitor.
On the gift screen, use the Solicitor dropdown to assign someone from your organization to the gift. Be sure to Save the gift when you are done.
Note: The Solicitor field on a gift is currently separate from the Solicitor field in a contact record.
- Optional: If you would like to also create a task for this solicitor to connect with this donor regarding this gift, press Add Task.
- The prompt to enter a new task will come up. Fill it out accordingly and Save.
