Are you tracking your planned giving commitments, and/or donor cultivation efforts outside of the system? If so, you can import these into CommunitySuite where they can be viewed and edited from the profile. When these opportunities are documented in CommunitySuite, you can also add those profiles to targeted communications and event lists.
- Navigate to the Opportunities page.
- Click Import on the left-side menu.
- Click Download Template.
- The template will download as a .csv file.
- The template will download as a .csv file.
- Open the template, enter the opportunity information for each opportunity that you want to import, and then save the template to your computer.
- Note the File Format Notes provided in CommunitySuite.
- Click Choose File.
- Navigate to the .csv file that you saved in step 4. Select the file and then click Open.
- Click Process.
- You will be redirected to the My Open Opportunities page. Opportunities will be available in the All bucket as well as other buckets based on the owner's open/closed status.
