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, while notes document how you've reached this stage and tasks outline next steps.

Create Opportunity Type

1. Navigate to the Opportunities page. 
2. Click List Types on the left-side menu.
3. Click Add Opp Type on the left-side menu.
4. Fill in Type Name and First Stage Name, then click Create.
   • Type Name - The goal or desired outcome of the opportunity. Examples:
     • Gift Solicitation
     • Legacy Society
     • 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
     • Ignorance
       
       
       
5. Click [add stage] to add additional stages.
   • Skip this step if no additional stages are needed.
   • Repeat this step for each additional stage 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 you edit Gift Solicitation to New Fund Solicitation it will impact Bob's opportunity record and any other Gift Solicitation opportunity records. The same applies when editing stages.

You cannot delete an opportunity type or stage that is currently applied to any opportunity records. For instance, if Bob's opportunity is currently in the Cultivate stage, you cannot delete that stage.

Your site has default opportunity types and stages. You can edit and delete these to fit your needs.

1. Click the opportunity type ID.
   
   
   
2. Click Delete on the left-side menu to delete the opportunity type.
   • If the opportunity type is in use, you will see a message that the type cannot be deleted.
3. Click [delete] next to any stage that should be deleted.
   • If the stage is in use, you will see a message that the stage cannot be deleted.
     
     
     
4. Click Edit on the left-side menu.
5. Make your updates then click Save.
   • You can edit the opportunity and/or stage names, reorder stages, and set a default opportunity letter for this opportunity type.