Opportunities is a relationship management tool used to track specific strategies for an individual, household, or organization. The opportunities function is where moves management is conducted. They are individual project plans that enable you to move relationships forward through stages to build a strategy.
Opportunities are organized by buckets, which are listed below.
- My Open - Opportunities specific to the user that are open.
- All Open - All open opportunities.
- My Closed - Opportunities specific to the user that are closed.
- All Closed - All closed opportunities.
- My Open/Closed - Summary listing of all open and closed opportunities specific to the user.
- All - Summary of all open and closed opportunities.
Create Opportunity Types and Stages
Opportunity types and stages can be used to organize and track relationships and strategies that have a long term goal. Create management priorities and track their progress.
Assign Opportunities to Profiles
Opportunities may be assigned to profiles in bulk, or they can be created individually. Although opportunities may be created and assigned to profiles in bulk, once a profile is added to an opportunity, it must be advanced through the stages individually.
Once opportunities have been assigned to profiles and task/note types have been set up, tasks can be added to opportunities to keep the relationship moving forward. Tasks can be assigned to anyone in your organization, and they will see the assigned task and due date on their list of tasks.
Track Success Rates
If an opportunity results in a donation, pledge, or promise and is processed under the same profile record as the opportunity, these can be linked to the opportunity to enhance your reporting options and to profile a full picture of the relationship life cycle.
When an opportunity is complete, use Mark Complete in the left-side menu to record whether the Opportunity was successful or not successful.
If an external system is being used to track relationship management, then this data can be imported.