Credit Solicitors for Revenue

To track the overall performance of your solicitors, you can give credit to one or multiple solicitors on a revenue record.

If you define default credit rules in Prospects or Foundations, these rules determine the amount a solicitor receives for revenue applied to a planned gift. major giving opportunity, or grant award. For example, secondary solicitors assigned to a major giving plan receive credit for 50% of the revenue received for an associated opportunity. You receive $10,000 toward the opportunity, so these solicitors receive credit for $5,000 by default. You can change this default credit amount as well as add or remove solicitors.