Once opportunity types and task types have been created, opportunities can be assigned to profiles one at a time or in bulk. When batch assigning opportunities, consider whether these opportunities will be managed on a 1:1 basis. If not, consider if opportunities is the best feature for this goal. Campaigns are better suited for tracking donations that do not require 1:1 activity.
Assign Opportunities Individually
- Navigate to the Opportunities page and click Create in the left-side menu.
- Enter the profile name in the Choose Profile field and select the profile from the drop-down list.
- Enter the applicable Create Opportunity information, and then click Create.
- Type and Assign To are required fields. All other fields are optional.
- Type - Opportunity type.
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Assign To - The user to which the opportunity is assigned.
- This defaults to the user that is creating the opportunity but can be edited within the drop-down menu.
- Target Date - Deadline for the opportunity goal or outcome to be achieved.
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Solicited Amount - Amount that was asked for from the profile.
- This does not impact general ledger.
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Committed Amount - The amount that the profile committed.
- This does not impact general ledger.
- Fund - The fund that the opportunity is to support.
- Task Type - Type of task that should be connected to the opportunity.
- Description - Task description.
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Due/Reminder Date - Date task should be completed.
- Additional opportunity tasks can be added once the opportunity has been assigned.
- Once an opportunity is created, click Add Beneficiary in the left-side menu to add a beneficiary.
- Type and Assign To are required fields. All other fields are optional.
Assign Opportunities in Bulk
- Build a list of profiles using one of the methods below.
- Create a filtered list of profiles.
- Build a profiles custom report. Include Profile ID as a column and apply at least one filter.
- Click Profile Actions in the left-side menu, and then click Create Opportunities.
- Complete the applicable Create Opportunities information, and then click Create.
- The selected fields will apply to all opportunities being created.
- If task information is added, a task will be created for each opportunity being created.