Add Opportunity Types

Use opportunity types to help segment and group the individual, organizational, and household opportunities being pursued by your foundation.  Select Opportunities from the Home page.  Click List  Types. Click Add  Opp  Type. Provide a name for the opportunity type. The Type Name should describe the general goal or desired outcome of the opportunity...

Add Tasks to Opportunities

An Opportunity Task is a special kind of task that can only be added on the Opportunity level through the + Add Opp Task button on the left sidebar (the + Add Task is the same task functionality that is across CSuite and will not add the task to the Opportunity).  When an Opportunity Task is marked done, you can add outcome notes to the task, which ...

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 the name of the new stage and click Save . Continue adding stages until all desire...

Assign Opportunities

Once you've created opportunity types, stages, and tasks, you can assign opportunities to profiles. 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 the opportunity fields. Opportunity Fields Type - opportunity type. Assign To - the use...

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 are a relationship management tool used to track specific strategies for an individual, household, or organization. The Opportunities function is where you conduct “moves management” for prospects or volunteers. Opportunities allow you to do the following: Build-out and track time-oriented engagements with your constituents Assign and ...

Import Opportunities

Import opportunities from a different system into CommunitySuite. Select Opportunities from the Home page. Select Import. Select Download Template and the template will download to your computer's Downloads folder as a .csv file. Open the template (.csv file) and enter the profile_id and opportunity_type_name that are associated with the opportunity...

Add Task/Note Types

The same user-defined menu in CSuite applies to both Tasks and Notes.  If you went live in late 2019 or after, you likely have default Opportunity Types and Task/Note Types in your site. These can be edited or deleted to suit your needs.  To create Task/Note Types: Select Opportunities from the Home page. Click List  Types. Click Add Task Type. Ente...