- Click Prospects, then click Fundraiser Search. Search for and select the old prospect manager.
- On the Fundraiser tab of their constituent record, go to the Prospects and Plans tab.
- Under the Prospect assignments, click on the green downward arrows next to each prospect.
- Click Edit, and change the end date to an earlier date that is before the new date for new manager to start.
- Click Save.
- Repeat for each prospect that prospect manager owns.
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