Add Opportunity Types

Written by Reina Gallion

Last published at: October 1st, 2019

Use opportunity types to help segment and group the individual, organizational, and household opportunities being pursued by your foundation. 

  1. Select Opportunities from the Home page. 
  2. Click List Types.
  3. Click Add Opp Type.
  4. Provide a name for the opportunity type. The Type Name should describe the general goal or desired outcome of the opportunity.

    Examples:

    • Gift Solicitation
    • Bequest Documentation
    • Volunteer Recruitment
    • Professional Advisor Recruitment
  5. Provide a name for the first stage. The First Stage Name should reflect where the opportunity is at in it's life-cycle.

    Additional stages can be added once the opportunity is created.

    Examples:

    • Identify
    • Cultivate 
    • Solicit or Ignorance 
    • Awareness
    • Ownership
  6. Click Create.
  7. The opportunity type is added.
  8. Click List to return to the main Opportunities page.