Assign Opportunities

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Written by Reina Gallion

Last published at: March 29th, 2019

Once you've created opportunity types, stages, and tasks, you can assign opportunities to profiles individually, or in batch.

Assign Opportunities Individually:

  1. Select Opportunities from the Home page.
  2. Click Create.
  3. Enter the name of a Profile and select from the drop-down list.
  4. Complete all applicable fields:
    • Type - opportunity type.
    • Assign To - employee who will be assigned to the opportunity.
    • Target Date - deadline for the opportunity goal or outcome to be achieved.
    •  Amount - opportunity goal.
      • If the opportunity is related to incoming donations, enter a dollar amount.
    • Fund - the fund that opportunity is tied to.
    • Add Opportunity Task
      • Additional opportunity tasks can be added once the opportunity has been assigned.
      • The task will be assigned to the staff member to whom the opportunity is assigned.
  5. Click Create.

Assign Opportunities in Batch

  1. Select Profiles from the Home page.
  2. Click List.
  3. Click Add Filter or Reverse Filter and filter for the profiles that you want to target. 
    • Note: You must apply at least one filter.
  4. Click Create Opportunities from the left-side menu.
  5. Complete all applicable fields:
    • Type - opportunity type
    • Assign To - employees who will be assigned to the opportunity.
      • If more than one staff member is selected, the assignments will be distributed among them equally.
    • Target Date - deadline for the opportunity goal or outcome to be achieved.
    •  Amount - opportunity goal.
      • If the opportunity is related to incoming donations, enter a dollar amount.
    • Fund - the fund that's associated with the opportunity.
    • Add Opportunity Task - tasks are the steps that drive you from stage-to-stage in your opportunity.
      • The task will be assigned to the staff member to whom the opportunity is assigned
      • Additional opportunity tasks can be added once the opportunity has been assigned.
  6. Click Create.