Assigning a Solicitor to a Prospect and Moves Plan

Personify also allows you to assign a Solicitor to a Prospect and Moves Plan. This screen follows the same functionality found on the Assign Prospect to Solicitor and Moves Plan screen, just slightly reversed in process.

To assign a solicitor to a prospect and Moves plan:

1. From the Personify main toolbar, select Moves Mgmt > Assign Prospect to Moves Plan.
The Assign Solicitor to Prospect and Moves Plan search screen displays, as shown below.

2. Search for and select a Constituent.
The Assign Solicitor to Prospect and Moves Plan screen displays, as shown below.

3. Under Assign Solicitor to Prospect and Moves Plan, the Solicitor auto-populates with the selected constituent. You can review their address, their prospects already assigned, relationships, and goals on the corresponding tabs.

4. Under Prospect Detail, click on the Prospect link.
The Constituent Chooser screen displays.

5. Search for and select a Constituent to assign to the Solicitor.

6. After selecting a Constituent, you can review their current Moves Plans and Solicitors assigned, giving history, scores, and relationships on the corresponding tabs.

7. Under Assign Volunteer, choose a volunteer you wish to aid the Solicitor with for this Prospect.

8. Under Assign a Plan, select either the Plan Template or Plan Type radio button, then click the corresponding link.

9. If you click Plan Template, the Moves Plan Template Chooser screen displays.

10. Search for and select a Moves Plan Template.

11. If you click Plan Type, the Moves Plan Type Chooser screen displays.

12. Search for and select a Moves Plan Type.

13. If you want to save this Solicitor Prospect assignment and create another assignment, click Save and then return to the Solicitor search screen by clicking on the binoculars at the top right of the screen.

14. If you want to save this Solicitor Prospect assignment and review the plan details, click Save and View Plan Details.
The Plan Management - Details screen displays. Please see the Prospect Plan Management section for more information.

If you try to assign a solicitor to a prospect who already has at least one current, active solicitor assignment, the system will prompt you to choose whether to assign the new solicitor and end the other solicitor assignments, assign the new solicitor but leave the other solicitor assignments as current and active, or do not assign the new solicitor. If you chose to assign the new solicitor and end the other solicitor assignment, the system will set the solicitor End Date to today's date minus one.

Screen Element	Description
Solicitor	Link. The selected solicitor.
Prospect	Link. The selected prospect.
Prospects (tab)
Name	This lists the names of all prospects currently assigned to the selected solicitor.
Prospect Total Giving	The total amount the prospect has donated.
Relationships (tab)
Name	The name of the related constituent.
Relationship	The relationship that the related constituent has with the selected solicitor.
Goals (tab)
Fiscal Year	The fiscal year associated with the goal amount.
Campaign	The campaign associated with the goal amount.
Fund	The fund associated with the goal amount.
Goal Amount	The total goal amount of donations.
Moves Plans and Solicitors (tab)
Active Moves Plans	A list of the active moves plans for the selected prospect.
Moves Plan Type	The Moves Plan Type assigned to the selected prospect.
Last First Name
Solicitors	A list of the solicitors currently assigned to the selected prospect.
Giving (tab)
First Gift	The amount of the first gift donated by the selected prospect. Date may be specified.
Last Gift	The amount of the second gift donated by the selected prospect. Date may be specified.
Largest Gift	The amount of the largest gift donated by the selected prospect. Date may be specified.
Average Gift	The average amount of all of the gifts donated by the selected prospect.
Number of Gifts	The number of gifts donated by the selected prospect.
Pledge Balance	The pledge balance of the selected prospect.
Lifetime-To-Date Gifts	The total amount of all gifts donated by the selected prospect.
Scores (tab)
Actual Scores	This lists the capability and inclination of the selected prospect.
Capability	The capability, or amount the selected prospect is capable of donating.
Inclination	The inclination to donate for the selected prospect.
Relationships (tab)
Related Customer	The name of the related constituent.
Relationship	The relationship that the related constituent has with the selected prospect.
Optionally Assign Volunteer
Volunteer	Link. The selected volunteer. Optional.
Assign Moves Plan
Plan Template	Link. The selected Moves Plan Template. Selecting and clicking this link presents a generic chooser for Moves Plan Templates.
Plan Type	Link. The selected Moves Plan Type. Selecting and clicking this link presents a generic chooser for Moves Plan Types.
Save	Button. Saves the information entered into the Assign Prospect to Solicitor Moves Plan screen.
Save and View Plan Details	Button. Saves the information entered into the Assign Prospect to Solicitor Moves Plan screen and opens the Prospect Moves Plan Management screen.
Cancel	Button. Cancels and closes the Assign Prospect to Solicitor Moves Plan screen.