Managing the workflow and pipeline for major donors, Trusts & Foundations, corporate, legacy cases and much more.
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 provide...
Setting up Opportunity Types
To use the Opportunities feature effectively you will need to define Opportunity Types for each kind of fundraising process you do. Opportunity Types describe the workflow associated with that type of fundraising. Opportunity Types would typically...
Storing information about your prospective funders
From within a constituent profile, you can record information about a prospective funder that remains reasonably constant. This is held in a panel called Prospect Research within the constituent profile. Add Prospect Research information to an exi...
Creating and managing Opportunities
Opportunities are a great way to manage fundraising from higher-value funders such as Trusts, Foundations, Corporates, Major Donors and Legators. To create a new Opportunity Click on the orange Add button at the top of the screen. Under Fundrais...
Managing your pipeline of Opportunities
You can view and manage your pipeline of opportunities by clicking on the Opportunities link in the left-hand navigation menu: It displays your opportunities according to the filter on the left-hand side. There are three views that you can choose...
Opportunity Pledges and Transactions
Pledges and Transactions tab This tab is part of the Opportunity form. It's where you manage information about the money from this opportunity. You may have as many pledges as you want on an opportunity. Each one represents an anticipated payment ...