Tracking Item Solicitors

You can attach a solicitor from your organization's contact list to an auction item if you want to be able to track solicitors for items.  This can be useful for reporting purposes down the road. 

To attach a solicitor, simply go to the donor info tab in Handbid and select a solicitor from your contact list.

Where do these contacts come from? This list contains anyone who has either been loaded by you or has bid in your auction in the past.  You can manage your contact list from the organization dashboard in the auction manager.  

To get to your contacts list - click on the MAIN DASHBOARD option and then select the contact Llst under "Contacts"

If you wanted to report on how each solicitor did in an auction for reporting purposes (or even for contest purposes), then attach each item to a solicitor here. 

 

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