Add Opportunity Types

  1. Click Opportunities on the Home Page, under the Non-Profit column.
  2. Select List Types in the left-side menu to view Opportunity Types that already exist or to add new ones.
  3. Next, click Add Opp Type in the left-side menu. 
  4. Enter the opportunity Type Name.
  5. Then, add the name of the First Stage of the Opportunity.
    • You will be able to add additional stages once the type is created.
    • Stages reflect where the opportunity is in its lifecycle.
    • You may want to make the stages general. For example: New, In Progress, Complete
    • Or you might think about stages as the actions that need to be completed in order to pursue the opportunity. For example: Initial Outreach, Outreach Follow Up, In Person Meeting, Meeting Follow Up, Complete
  6. Next, choose an Outcome from the drop-down list.
    • If none of the default outcomes align with what you are trying to accomplish you may leave this field blank.
  7. Click the Create button when finished. The Opportunity Type will now be added to the list.

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