Description: How to Assign a Solicitor Group to List Members
Environment: All
Version: All

Answer:

For more information on creating Solicitor Groups, please see this solution.

To assign a solicitor group:

1. Highlight the list members to which you'd like to add a solicitor group
2. Right click and choose Assign Solicitor Group and select the desired Solicitor Group from the list

Assignments are random; the number of total assignments per solicitor is based on the percentages configured for this solicitor group.

Note: Solicitors can only be assigned to full constituent list members.

For more detailed information regarding ImportOmatic List Management, please refer to the User Guide for List Management.