Opportunities overview


The Opportunities feature enables you to manage and track the process of fundraising from:

  • Trusts & Foundations
  • Major Donors
  • Corporates
  • Legacy cases

It also enables you to track non-financial processes, such as volunteer applications.

It provides tools for you to:

  • conduct prospect research
  • move opportunities through the stages to resolution
  • report on your pipeline

Opportunities is the same tool for all kinds of process-based fundraising - meaning you can report across all forms of fundraising. However, the processes themselves are different. That's why there is the concept of Opportunity Types.


To get started you will need to set up your Opportunity Types in Opportunities > Settings (admin only).



Opportunities is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.


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