Add an Add Opportunities Process Screen

Name

Name of the bulk opportunities process. This displays in the Name column of the Add Opportunities Process tab.

Description

Description to help you identify the purpose of the process.

Prospect plan selection

Selection of prospect plans you want associated with the opportunity identified in the bulk process. Select the search icon at the end of the field to access the Selection Search screen. From here, you can search for and select the selection of records to use. Selections are created in Query.

Status

You can specify a status for the opportunity: either Unqualified, Qualified, or Response pending.

Expected ask amount

Enter the estimated amount you intend to request from the constituents included in the bulk process.

Ask amount

Enter the amount most closely representing the amount you intend to request from the constituents included in the bulk process.

Likelihood

Select a percentage to represent the likelihood that the opportunity will be accepted.

Type

Opportunity type to add to the plans included in this process. Opportunity types are created in Code tables in Administration.

Currency

With Multicurrency, the Currency field appears. Use this field to determine how you want to view transaction amounts in the report.

"Base" is the base currency of the associated account system. "Organization" is the organization currency, and "Transaction" is the revenue’s transaction currency. When you add revenue, the program calculates and stores the base currency and organization currency amounts, along with the original transaction currency amount. When you switch currencies on the report, the amounts displayed are the original currency amounts calculated when the transactions were added.

Expected ask date

Enter the estimated date you intend to request from the constituents included in the bulk process.

Ask date

Enter the date most closely representing the date you intend to request from the constituents included in the bulk process.

Response date

Select a response date.

Designations

In the Designation column, identify the area you intend to use the money generated from this bulk opportunity process. Select the search icon at the end of the field to access the Designation Search screen. From this screen, you can search for and select the designation you want to use. You can enter as many designations as necessary in the Designation column.

In the Amount column, enter the amount of the gift you want allocated to the corresponding designation. To split the amount equally among all designations selected, select Distribute evenly.

You can also enter additional information, such as a funding method, category, type, or use code.

The total of the designations must match the total Expected ask amount or Ask amount.

In the Funding Method column, select how the prospect will fund the gift such as pledge or planned gift bequest.

To define how you will use the revenue from the prospect opportunity, in the Category, Type, and Use code columns, select the categories, types, and use codes within each designation to which to apply the revenue.

Comments

Enter any comments related to the opportunities process.