How to Edit a Prospect Assignment in Trax

Why is this important to me?

From the Prospect assignments section on the Prospects and Plans tab in the fundraiser, you can change the fundraiser's prospect assignment, assigning a different prospect manager and changing the prospect's status.

Step 1: Open a fundraiser record.

Note: Refer to the How to Search for a Fundraiser in Trax document to help open a fundraiser record.

Step 2: Click the Prospects and Plans second tier tab.

Step 3: Click the expand icon next to the prospect you want to edit under the Prospect assignments action bar. Click Edit.

Step 4: Configure information in the Edit prospect team assignment/Edit prospect manager window.

Note: If you selected a prospect team to manage, click the dropdown arrow in the Role field to change the role of the prospect team. If you selected a prospect manager, click the magnifying glass icon to search/select a new prospect manager.

Note: If the new role/manager is assigned for an undetermined length of time, leave the End date field blank.

Step 5: Click the Save button.

Details

Article ID: 3356
Created
Thu 1/28/21 5:37 PM
Modified
Fri 1/29/21 10:04 AM