Micro Project Overview

ADDS To MGO Portfolios – FY18 Q3


Requester: Rebecca Richman

Department: Major and Planned Gifts

Project Type: Data Input/Output

Requested: 01/22/18

Due: 01/31/18

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-Update "current team lead" on list to previous team lead with end date (please do not link) o Exception for Rebecca as team lead: just delete as team lead o Exception for Jackie as team lead: update to team member for future stewardship of CoD -If donor is reassigned to MPG from AG, please do NOT change AG team lead on any proposals; change only the status on these proposals to reassigned -Add "new team lead" on list as new team lead with start date -If current MG/OG Stage is Dropped or Identification, please change to Qualification o If MG/OG Stage is Qualification, Cultivation, Solicitation or Stewardship (transfer from another DO), please keep stage as is -Add Temp Do Not Solicit code on Bio 1 tab to head of household; AND spouse (if applicable) o Exception for orgs/foundations/corps: no need for Temp DNS -Please let prospect research know when adds are complete

Connected to existing project brief?

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