Add Opportunity

From the Opportunities tab of the Plan page, you can add information about opportunities to help you better track prospect steps and gift requests.

  1. On the Plan page, select the Opportunities tab.

  2. Click Add. The Add opportunity screen appears.

  3. Enter the necessary information.

  4. Click Save to save the opportunity and return to the Plan page.

Screen Item

Description

Plan name

Displays the plan associated with this prospect opportunity. You cannot edit the name from this screen.

Status

Status for the selected opportunity: qualified, unqualified, accepted.

Opportunity type

Opportunity types - Outright gift, Corporate gift, Planned gift - are created in Code tables in Administration.

Expected ask amount

Amount you plan to request from the prospect.

Expected ask date

Date you plan to ask for a gift.

Ask amount

Actual amount you asked for. This field is not activated if the opportunity’s Status is “Unqualified”.

Ask date

Date you asked for the amount enter in the Ask amount field.

Likelihood

Rate the likelihood of receiving the entered amount from this prospect: High, Medium, Low.

Accepted amount

Amount the prospect agreed to give. This field is activated only if the opportunity’s Status is “Accepted”.

Response date

Date the prospect agreed to the amount entered in the Accepted amount field.

Designation column

Area you intend to use the money (Annual Campaign, Youth Program). Click the binoculars at the end of the field to access the Designation Search screen. From this screen, you can enter a Campaign, Program, Initiative, Project, or Fund to which you want the money designated. You can enter as many designations a necessary in the Designation column.

Amount column

Enter the amount of the gift you want allocated to the corresponding designation. For example, if you asked for $100,000 and you enter two designations - Annual Campaign and Endowment Campaign - you can allocate $50,000 to the Annual Campaign by entering this amount in the Amount column row that corresponds to the Annual Campaign.

Constituent column

If you are working with a constituent group prospect, you can assign group members to the specific designations, or.if each member of the group is donating a specific amount to the same designation, you can track that information here.

Distribute evenly

Click this button to evenly distribute the amount entered in the Amount field among all the selected Designations.

Comments

Comments or notes related to the opportunity.