Manage an Opportunity

Once an opportunity has been created, you'll need to manage the various stages and tasks associated with it:

  1. Click Opportunities from the Home page.
  2. Click one of the following from the left-side menu: 
    • All Open
    • My Open
    • My Closed
    • My Open/Closed
    • All Closed
  3. Click the opportunity ID number.

Edit an Opportunity

  1. Click Edit in the left-side menu.
  2. Edit the desired fields:
    • Assigned
    • Target Date
    • Amount
    • Fund
  3. Click Save.

Add Tasks

  • Pro Tip: Use tasks to outline a game-plan for the opportunity.
  1. Click Add Task in the left-side menu.
  2. Complete all applicable fields:
    • Assign To
    • Task Type
    • Description
    • Due/Reminder Date
  3. Click Create.

Add a Note

  • Pro Tip: Use notes to record information relevant to the success or failure of the opportunity.
  1. Click Add Note from the left-side menu.
  2. Complete all applicable fields:
    • Date
    • Fund
    • Note Type
    • Sticky
      • Check the box to place the note at the top of the Notes window within the associated record.

  3. Click Add Note.
    • Pro Tip: Create Notes Filter Reports to track your productivity, such as how many calls, emails, and visits you've made.

Change the Stage

  • Pro Tip: Change the stage to reflect where the opportunity is in it's life-cycle.
  1. Click a blue Stage name to change the stage.
    • The current stage is reflected in bold, black text.

Mark Complete

  • Once an opportunity has moved through all stages, all tasks are complete, or the opportunity is     not being pursued:
  1. Click Mark Complete in the left-side menu.
  2. Select one of the following options:
  3. Link
    • This will link the donation with the opportunity.
    • There was no donation, but the opportunity was successful
    • The opportunity was NOT successful

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