Creating an Active Prospect / Prospect Manager Relationship

Constituents with whom you have an Active Prospect Manager / Prospect Relationship will be listed in the My Prospects Favorites display.

To create the required relationship record:

1. Locate your User ID's constituent record. Then, use Millennium Explorer, Profiles >Biographical>Relation.
2. Point to the Relationships Header Edit Button or the Edit Button located to the left of any existing Relation row.
3. Click Insert.
4. In the Is A list, click on a relationship type that has a Prospect Management Role of Manager.
5. In the Whose list,click on a relationship type that has a Prospect Management Role of Prospect.

6. Enter the Prospect's ID number or name in the Is field, using standard Name search format.

   Last Name/First Name<space>Middle Name;Suffix

7. Enter a Start Date, and other information, as desired. If you do enter a Stop Date at this point, remember that once that date is reached, then the relationship will no longer be Active and will no longer display here.

8. Click Insert. The system will use the Is field information to perform a constituent standard ID Search before creating the Relation record.

   • If the search returns one or more constituents who completely or partially match the search criteria, click on the ID number or name of the desired Prospect.
   • If one of the listed constituents is not the desired Prospect, click on the respecify the query hyperlink. The Relation ID Search from displays. You may re-specify your search criteria, or click on the Cancel hyperlink to end the search.
   • If the search does not return a constituent who matches the criteria, the Relation ID Search form displays. You may re-specify your search criteria, or click on the Cancel hyperlink to end the search. Canceling the Relation ID Search will cancel the creation of the Relation record.