Adding Prospect Managers

Cara Perez

Currently if someone is a prospect manager on a constituent record we have only added them to one constituent in the household (not the spouse). Should we add prospect managers to the Household record or each individual record? I am hoping to get some insight on what other organizations have done and what is best for reporting purposes moving forward.  Thanks!

 

Lisa Saneda

We just do individuals. It's a good question and we have paused over that question as well. Individuals give since Households can include multiple people including children.  You can always attach the propect manager to the spouse if needed.