Published: 24th October 2017
This guide will show you how to remove a canvasser from a prospect.
Click on the Relationship tab in the constituent’s record and then choose Assigned Canvassers from the left hand menu.
Double click on the Canvasser’s name that you want to change.
Click on Canvasser Type and from the drop down menu, choose the relevant Former option e.g. Former DDAR Manager.
Under Date to, add the date that this person’s status changed to Former.
Click Save and Close once you have finished.