Ending a Canvasser Relationship

Published: 24th October 2017

This guide will show you how to remove a canvasser from a prospect.

Step 1

Click on the Relationship tab in the constituent’s record and then choose Assigned Canvassers from the left hand menu.

Step 2

Double click on the Canvasser’s name that you want to change.

Step 3

Click on Canvasser Type and from the drop down menu, choose the relevant Former option e.g. Former DDAR Manager.

Step 4

Under Date to, add the date that this person’s status changed to Former.

Step 5

Click Save and Close once you have finished.