Are you tracking your planned giving commitments, and/or donor cultivation efforts outside of the system? If so, you can import these into the system 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 and click Import in 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, and then save the template to your computer.
- Instructions for how to fill out the template are available on the import page.
- The file must be saved in .csv format.
- Click Choose File.
- Select the .csv file from your computer.
- Click Process.
Opportunities will be available in the All bucket as well as other buckets based on the owner's open/closed status.