Assigning a Donor Relationship Manager (DRM)
If there is currently a DRM on the Account, complete Step 1. If not, continue to Step 2.
Close out the current DRM Account Team record.
Go to the Account Teams on the section on the Account.
Edit the Open Donor Relationship Manager Account Team record.
Change the Status to Inactive.
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Put today’s date in the End Date field.
Enter reason for ending the DRM in the ‘Description’ box.
Save.
Create a New Account Team Record.
Go to the Account Team section on the Account. Click New.
Type the DRM’s name in the User field. Choose their name from the drop down.
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!Change the Role to Donor Relationship Manager!
If needed, add notes to the Description about why this person is being assigned as DRM.
Save.
Refresh the Account page and verify that the new DRM is in the Donor Relationship Manager field on the Account page.
Chatter the RM letting them know you assigned them someone new and why