Sponsor Management
When you add a sponsorship to your system, associating a constituent with a sponsorship opportunity, a “Sponsor” constituency is added to the constituent. This constituency tag remains with the constituent even if the sponsor is no longer actively sponsoring an opportunity. This allows you to track all constituents with a tendency toward sponsorship regardless of whether or not they are currently active.
The common workflow for managing sponsors is:
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Add a sponsorship: Match a constituent with a sponsorship opportunity. For more information, refer toSponsor Constituency.
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Track all sponsorships associated with a sponsor using the Sponsor page. You access this page through a Sponsor search. From this page, you can also access specific sponsorships associated with the sponsor. For information about sponsor search, refer toSponsor Search; for information about the Sponsor page, refer toSponsor Record.
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Track sponsorships from the specific sponsorship’s Sponsorship page. You access this page from a sponsor record or through a Sponsorship search. The Sponsorship page also appears after you add a sponsorship. For information about the Sponsorship page, refer toSponsorship Record; for information about sponsorship search, refer toSponsorship Search.