When you go to a constituent’s account, you can quickly view the relationship manager if one is assigned. You can also assign, reassign, or remove a relationship manager for that constituent. You can assign a relationship manager to individuals and organizations, but not households.
To save time, you can automatically assign a relationship manager by creating one or more automations. For example, create a donation automation, filtered by amount, to acknowledge major donors and assign them a relationship manager.
This article explains how to view, assign, reassign, or remove a relationship manager. To learn how relationship management works, read About Relationship Managers.
In this article:
Before You Begin
Make sure a Bloomerang CRM user account exists for each person who you plan to assign as a relationship manager. For example, add new Bloomerang users for board members who are also relationship managers.
Automatically Assign Relationship Managers
To automatically assign a relationship manager, create or edit an automation and include a step that assigns a relationship manager. Read about how to do this.
Manually Assign Relationship Managers
To assign a relationship manager:
Click Relationships.
In the Relationship Manager section, click Assign.
From the Assign To list, select a Bloomerang CRM user.
Click Assign. The relationship manager appears in the constituent’s account header and on the Relationships tab.
View Relationship Managers
To determine who is the relationship manager for a constituent, you can:
View the constituent’s account. The relationship manager appears in the account header and on the Relationships tab.
Include the Relationship Manager filter and column in new and existing constituent reports. For example, start with the High Potential Donors template and add the Relationship Manager filter and column. Read more about relationship manager reports.
Reassign Relationship Managers
To reassign a relationship manager:
Click Relationships.
In the Relationship Manager section, click Reassign.
From the Reassign To list, select a Bloomerang CRM user.
Click Assign. The new relationship manager appears on the Relationships page and in the constituent’s account header.
Note: If you deactivate or delete a Bloomerang CRM user who had assigned constituents, we’ll automatically prompt you to select a new relationship manager for those constituents. Read more about this.
Remove Relationship Managers
To remove a relationship manager:
Click Relationships.
In the Relationship Manager section, click Remove.
Click Confirm. The constituent no longer has an assigned relationship manager.