Create and Edit Opportunity Types

Opportunity types are customizable and allow you to set goals or desired outcomes for your organization. Opportunity stages are also customizable and allow you to set the stages in the lifecycle towards the goal. Opportunity types and stages tell a user where they currently are at in a particular relationship lifecycle. Notes document how you have reached this stage, and tasks outline next steps.

Create Opportunity Type

1. Navigate to the Opportunities page and click List Types in the left-side menu.
2. Click Add Opp Type in the left-side menu.
3. Enter the applicable Add Opportunity Type information, and then click Create.
   • Type Name - The goal or desired outcome of the opportunity.
     •  Examples: Gift Solicitation, Legacy Society, or Professional Advisor Recruitment.
   • Stage Name - Where the opportunity lifecycle begins.
     • Each opportunity type must have at least one stage.
     • There is no limit to the number of stages an opportunity type can have. 
       • Examples: Identify, Prospect, or Ignorance.
         
         
         
4. Click [add stage] to add additional stages if needed.

Edit Opportunity Types

Opportunity types and stage names can be edited and deleted, and stages can be reordered. Any edits will apply to opportunities that have been created. For instance, Bob Smith has an opportunity with type Gift Solicitation. If Gift Solicitation is edited to New Fund Solicitation, it will impact Bob's opportunity record and any other Gift Solicitation opportunity records. The same applies when editing stages.

Opportunity types or stages that are currently applied to any opportunity records cannot be deleted. For instance, if Bob's opportunity is currently in the Cultivate stage, that stage cannot be deleted.

Sites have default opportunity types and stages which can be edited and deleted to fit the organization's needs. 

1. Click the opportunity type ID.
   
   
   
2. Click Edit in the left-side menu.
3. Make any necessary changes, and then click Save.
   
   
   

A group of profiles can be moved from one opportunity stage to another using bulk edit functionality. Create a custom report that contains the profile ID field and then use the left-side menu option of Set Opportunity Stage. 

Delete Opportunity Types

1. Click the opportunity type ID.
   
   
   
2. Click Delete in the left-side menu to delete the opportunity type.
   
   • If the opportunity type is in use, a message stating the type cannot be deleted will display.
3. Click [delete] next to any stage that should be deleted.
   
   • If the stage is in use, a message stating the stage cannot be deleted will display.

Example Opportunity Types and Stages