Sponsors may or may not be involved in an award and may or may not sponsor a prize. The Sponsors tab provides organizations with a free-form way to describe what the sponsor is providing. For example, for the Best Speaker award, Toastmasters International might sponsor free membership for a year for the award winner.
This tab is only displayed if the Sponsored Award checkbox is checked on the details tab. For more information, please see Adding Award Details.
To add a sponsor to an award:
1. From the
Manage Awards Programs search screen, search for the appropriate award.
Alternatively, from the Manage
Awards Program screen, click View
Award Detail.
The Manage Awards Program detail screen displays.
2. From the
Additional Information task group, click Sponsor
Information.
The Sponsor tab displays, as shown below.
3. Click
Add.
The Choose a Sponsor window displays.
4. Search for and select the appropriate customer to be designated as the sponsor of the award.
5. Click the Contact link and search for the appropriate customer to be designated as the sponsor’s contact.
6. Enter the sponsorship Description.
7. If necessary, enter the sponsorship Amount.
8. Click Save.
9. Repeat
as necessary to add additional sponsors.
There is no limit to the amount of sponsors for an awards program.
Screen Element |
Description |
---|---|
Add |
Button. When clicked, the fields in the Sponsor Details section become enabled. |
Delete |
Button. When clicked, the selected sponsor below is deleted. |
Sponsor Detail |
|
Sponsor |
Link. When clicked, displays the Choose a Sponsor window to search for and select the appropriate customer to be designated as the sponsor of the awards program. The sponsor name is hyperlinked, so that the user can click on the name to open the customer in CRM360. |
Contact |
Link. When clicked, displays the Choose a Sponsor Contact window to search for and select the appropriate customer to be designated as the sponsor’s contact. The contact person’s name is hyperlinked, so that the user can click on the name to open the customer in CRM360. |
Description |
Text box. Optional field to have a user-defined description of the sponsor. |
Amount |
Text box. Optional field to track the amount of money that the sponsor is contributing to the award. This field is for informational purposes only. The system will not create any financial records for the winner. |