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Instructions for how to check Class Agent assignments online 1. Go

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Instructions for how to check Class Agent assignments online
1. Go to www.colgateconnect.org/classgiftcommittee. You will see the following screen.
2. Scroll down until you see the first box on the left hand side that says “Click here for
current assignments.” Click on that.
3. You will be prompted to log
log-in.
in. First time users, click “First Time Login.” Returning users,
please enter your username an
and
d password as shown below. Then click “Login.”
“Login If you
are having trouble logging in, or you forget your password and need it re-set,
re
please
contact Alumni Affairs at (315) 228
228-2823.
4. You will then be taken to your assignment page. All current assignment
assignmentss will be shown
on this page. The following is an example with personal data removed. You will have
access to your prospect’s name, address, telephone number, email address,
fraternity/sorority association, and giving history. This will help you when you are
a
making your calls or sending your emails.
5. When you have made your calls/emails, please report back to your class manager by
phone or email. If you click the dropdown menu on the Class Gift Committee page, you
will find your class manager’s name. Click on their name and it will automatically open
an email to send to them. Please provide address updates, gift/pledge, or refusal
information.
6. That’s it! Thank you for helping the Colgate Annual Fund!
*Please note* There is much more information available on the Class Gift Committee webpage.
You can find giving information, committee rosters, and a guide to volunteering all in one
convenient place.
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