Former Gift Officer Assignments & Proposals/Opportunities

Lanetta Gilder

Hello everyone!
I hope all is well. Seeking advise.
Gift officer leaves organization. Solicitor assignments are now switched to “former” with the “date to”.
The former gift officer has outstanding proposals. Leadership wants to review and reassign the former gift officer’s solicitor assignments and the proposals the former gift officer was working on.
1. Should the former gift officer’s proposals be marked as “cancelled/closed” on the proposal/opportunity status?
2. Should the proposal/opportunity be marked as “inactive”?
3. Should the newly assigned gift officer create their own proposal?
I’ve created a list of the former gift officer’s assignments in RE NXT for leadership and the prospect researcher to review. Leadership wants to see the former gift officer’s work in Work Center, but the former gift officer has been removed as an option to review in Work Center dropdown.
I have a feeling that leadership will want me to “override” the former solicitor, therefore erasing/removing/shifting the original proposal to the new gift officer. Any recommendations are welcomed! Thanks in advance.

Karen Diener 2

@Lanetta Gilder though I replied to your same post in the Facebook group, I'll copy and paste my response here in case others are not in the group.

I would reassign the proposals to the new gift officer. No reason to mark them cancelled or closed, or inactive, or create a new proposal if the one in place is still viable. But that is for the new gift officer to determine.

This will require a somewhat tricky import process. No worries if you are familiar with importing, but I don't believe it can be done with a global change.

Dariel Dixon 2

@Lanetta Gilder I'm with @Karen Diener, however I really think these should be reviewed thoroughly. Proposals will be at different stages and may need to be considered on a case-by-case basis.

Lanetta Gilder

Thanks @Dariel Dixon! Greatly appreciated!

Lanetta Gilder

Thanks @Karen Diener! Greatly appreciated! Yes, you did responded to my question via Facebook. And I appreciate your response there too!