Campaign Manager Solicitors/Teams Tab

This tab shows the results for each volunteer solicitor and solicitor team that has been identified as part of this campaign.

Solicitors, teams and goals are set up in Step 3 of the Campaign Setup wizard. Solicitors and teams are assigned to prospects in Step 4, Add Prospect Names or in the Prospect List tab for the campaign.

The chart on this screen lists each solicitor and team and shows the count of prospects assigned to that solicitor or team, the number of activities each has undertaken, and the count and amount of gifts that have resulted from their work.

A gift is counted if the campaign and solicitor assigned to the gift match the campaign and the solicitor in the chart. Gifts, pledges, dues and sales are counted.

An activity is counted if the campaign and solicitor assigned to the activity correspond to the campaign and solicitor in the chart.

The Solicitors/Teams tab has these buttons:

1. Add/Edit Solicitor - this button takes you to Step 3 of the Campaign Setup wizard where you can add solicitors or teams to the campaign and change goals.
2. Edit Team - this button allows you to change the name or goal of a team. It does not allow you to add or delete team members. Use the Add/Edit Solicitor button for that purpose.
3. Delete Team - this button allows you to delete a team from the list.