Assign Opportunities

Written by Reina Gallion

Last published at: November 7th, 2019

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

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 the opportunity fields.

    Opportunity Fields

    • Type - opportunity type.
    • Assign To - the user that the opportunity is assigned to.
    • Target Date - deadline for the opportunity goal or outcome to be achieved by. 
    • Solicited Amount - the original amount that was asked for from the profile.
    • Committed Amount (Optional) - the amount that the profile actually committed.
    • Fund - the fund that the opportunity is associated with.
  5. Add an opportunity task.

    Additional opportunity tasks can be added once the opportunity has been assigned. 

  6. 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 out the profiles that you want to target.

    You must apply at least one filter.

  4. Click Create Opportunities. This will create an opportunity for each profile from your list of filtered profiles.
  5. Complete the opportunity fields.

    Opportunity Fields:

    • Type - opportunity type.
    • Assign To - the users that the opportunity is assigned to.
      • 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 by. 
    • Amount - the original amount that was asked for from the profile.
    • Fund - the fund that the opportunity is associated with.
  6. Add an opportunity task, then click Create.

    Additional opportunity tasks can be added once the opportunity has been assigned.