How to Assign a Solicitor to a Contact
- A Solicitor at your organization is someone responsible for following up with or bringing in contacts and donors.
- In Eleo, all standard users are designated as Solicitors by default.
- Additionally, you may have set up 'Additional Solicitor' users who do not have direct access to Eleo but are included for tracking purposes only.
NOTE: Before assigning a solicitor to a contact, be sure the solicitor is set up as an Eleo User or Additional Solicitor type of user under Site Settings > User Accounts Section.
After setting them up, navigate to the Contact Record of the donor you wish to assign.
Press the edit icon in the top right of the Demographics section.
Select the name of the solicitor you want to assign to this record from the dropdown, and be sure to Save.
