Assign Profiles to Opportunities

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 is a required field. 
     • 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 requested 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.

After an opportunity has been created, click Add Beneficiary in the left-side menu to add a beneficiary. This beneficiary is the profile that is legally designated to receive the benefits of the opportunity. The link between the opportunity and the profile will be visible in the profile's engagement tab. 

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.