I am starting to prepare solicitation lists for our Board Members and Volunteer Solicitors for this fiscal year. The way I used to pull these lists together will not work as they were "associated" as solicitor/solicitee. I am wondering how others are marking these relationships? Do I use "affiliations" to relate the board member to the prospect household? Is there a better way to do it?
Thank you kindly for any advice on this!
Nancy
First Stage Individual Giving Manager