Re-Assign (Prospect Stage)
Synonym(s): N/A
Re-assign is the step taken to move ownership/responsibility of a prospect to another fundraiser. This occurs when it has been determined that the prospect will not make a donation to the original fundraiser's portfolio, but may be interested in another subject area/portfolio. Clearance is required from the AVP, VP before any transfer is completed.
Any existing proposal record from the current fundraiser should be deactivated when entering this stage.
- URL
https://yorku.datacookbook.com/institution/terms/252192 - Data Sub-Domain
- Information Security Classification Category
Information for Internal Use - Source of Definition
Internal/Division of Advancement - Tags
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