Add Opportunity Types

 Select Opportunities from the Home page.  Click List  Types. Click Add  Opp  Type in the left-side menu. Complete all applicable fields: Type Name This should describe the general goal or desired outcome of the opportunity. Examples:  Gift Solicitation Bequest Documentation Volunteer Recruitment Professional Advisor Recruitment. First Stage Name Th...

Add Opportunity Task/Note Types

Build multiple tasks across your opportunities to help drive you from stage-to-stage. Example: If the first stage in an opportunity type is identify or discover, you may choose to add a phone call task type to the opportunity, with the detail of the discovery phone call. By adding multiple tasks, you can outline a strategic road map of the events re...

Add Opportunity Stages

Opportunity Stages reflect where the opportunity is in its life-cycle. Note: You must create Opportunity Types before you can add opportunity stages. Select Opportunities from the Home page. Click List  Types. Click Add  Stage for the desired opportunity type. Enter a Name and click Save . Example Opportunity Stages:  Identify Engage Cultivate  Soli...

Assign Opportunities

Once you've created opportunity types, stages, and tasks, you can assign opportunities to profiles individually, or in batch. Assign Opportunities Individually: Select Opportunities from the Home page. Click Create. Enter the name of a Profile and select from the drop-down list. Complete all applicable fields: Type - opportunity type. Assign To - em...

Manage an Opportunity

Once an opportunity has been created, you'll need to manage the various stages and tasks associated with it: Click Opportunities from the Home page. Click one of the following from the left-side menu:  All Open My Open My Closed My Open/Closed All Closed Click the opportunity ID number. Edit an Opportunity Click Edit in the left-side menu. Edit the ...

Filter Opportunities*

Opportunities and Tasks also can be used as filters to search for or select Profiles with certain Opportunity or Task Types. Example: You can go to Profiles, choose List and select Add Filter. If you pick Opportunity Open, the system will give you a list of Profiles that have Opportunities that have not been completed. The following are Filters gene...

Opportunities Overview*

Opportunities is a CRM based tool that allows you to tag profiles with opportunities you want to pursue with that specific individual, household, or organization. You may add stages to opportunities so you can track where the particular opportunity is in the cycle, and you may also tie tasks to opportunities and assign the task to a specific staff m...