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.
- Provide a name for the first stage. The First Stage Name should reflect where the opportunity is at in it's life-cycle.
- Click Create.
- The opportunity type is added.
- Click List to return to the main Opportunities page.