Assign Opportunities to Profiles

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

1. Navigate to the Opportunities page and click Create in the left-side menu.
2. Enter the profile name in the Choose Profile field and select the profile from the drop-down list.
   
   
   
3. 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.
     • 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.
     • 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.
   • Once an opportunity is created, click Add Beneficiary in the left-side menu to add a beneficiary.

Assign Opportunities in Bulk

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 Profile Actions in the left-side menu, and then click Create Opportunities.
3. 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.