Solicitors

When your organization receives revenue because of the work performed by a solicitor, you can credit the solicitor for the full or partial revenue amount. For example, during an annual phonathon, a solicitor calls a constituent to ask for a gift. If the constituent makes a payment, you can give credit to the solicitor on the Solicitors tab to track the overall performance of the solicitor. To view the information about the solicitors who receive credit for the revenue, select the Solicitors tab.

Note: If you defined default credit rules for solicitors in Prospects or Foundations, when you apply revenue to a major giving opportunity or grant award linked to the solicitor, these rules determine the credit amount the solicitor receives. For information about default credit rules for opportunities, refer to Prospects Solicitor Credit. For information about default credit rules for grant awards, refer to Foundations Solicitor Credit.

Under Solicitors, information about the solicitors who receive credit for the revenue appears, including how much of the revenue is credited to each solicitor. For information about how to edit the solicitor information, refer to Credit Solicitors for Revenue.

To update the information in the grid, select Refresh.