Opportunity

Add Opportunity Types

Click Opportunities on the Home Page, under the Non-Profit column. Select List Ty

Add Opportunity Stages

Once Opportunity Types are built you can add additional stages. Remember that whe

Add Opportunity Task Types

You may build multiple tasks types to use across your opportunities. Think of the

Create an Opportunity

Once your opportunity types, stages and tasks are created you may begin attaching

Manage an Opportunity

Open opportunities are reflected on the Opportunities page. To manage an opportun