Assign Opportunities to Profiles

Once you've created opportunity types and task types, you can assign opportunities to profiles one at a time or in bulk.

Assign Opportunities Individually

1. Navigate to the Opportunities page. 
2. Click Create on the left-side menu.
3. Enter the name of a profile and select from the drop-down list.
   
   
   
4. Fill in the opportunity fields, then click Create.
   • Type and Assign To are required fields. All other fields are optional.
     • Type - Opportunity type.
     • Assign To - The user that the opportunity is assigned to. This defaults to the user that is creating the opportunity, but can be edited with the drop-down.
     • Target Date - Deadline for the opportunity goal or outcome to be achieved by. 
     • Solicited Amount - Amount that was asked for from the profile. This does not impact general ledger.
     • 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.
     • Due/Reminder Date - Date task should be completed.
       
       
       

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

Assign Opportunities in Batch

1. 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.
2. Click Create Opportunities on the left-side menu.
3. Complete the opportunity fields like you would for creating an individual opportunity, then click Create.
   • The fields you select will apply to all opportunities being created.
   • If you fill in task information, a task will be created for each opportunity being created.