Hi Everyone, our team traditionally uses primary solicitor and secondary solicitor types for staff leading the fundraising strategy for an ask - with the primary being the lead, and secondary being a supporter. We would like to also identify staff that lead an engagement strategy - ie. they work with the constituent because they are the staff lead on a volunteer committee, and as such have an existing relationship with the individual. The constituent may or may not be a donor or prospect. Depending on the nature of the work and the staff member, if the relationship grows to be cultivation for a proper solicitation, the staff member may or may not be involved in a solicitation. Does anyone track this staff-volunteer relationship in the assigned solicitor tile, and if so, what do you call the staff member? It may or may not work to have them listed as a secondary solicitor, and it may be confusing to call them a primary solicitor when they are not in fact soliciting. Does anyone instead keep their types more general - like a primary staff, or a primary relationship manager, etc. Have you added a type that speaks directly to the staff member being the lead with the constituent due to their involvement with a volunteer committee? At our organization, we do not want to have more than one person listed as a primary solicitor or a secondary solicitor. Does anyone instead use the relationship tile to track this staff-volunteer relationship? Thanks for sharing any ideas or things your organizations do to manage this!
