Opportunity Details

Under Details on an opportunity's record, you can view and manage the intended uses for the gifts it acquires, as well as how — and how likely — you are to receive them.

In the Campaign field, you can view the overall fundraising effort or initiative the opportunity's gifts apply to, such as operating expenses, a new building, or an endowment. For more information, see Campaigns.

Tip: For details about the campaign, select its description to open its record. For more information, see Campaign Records.

In the Fund field, you can view the specific cause or financial purpose the opportunity's gifts apply to, such as the landscaping for a larger building campaign. For more information, see Funds.

Tip: For details about the fund, select its description to open its record. For more information, see Fund Records.

In the Gift type field, you can view how you expect to receive giving that results from the opportunity, such as recurring commitments or gifts-in-kind.

Tip: In the database view, you can set up the available gift types from the Type of Gift category in Tables from Configuration.

In the Likelihood field, you can view how confident you are that giving will result from the opportunity.

Tip: In the database view, likelihoods appear as ratings. You can set up the available confidence levels from the Proposal Ratings category in Tables from Configuration.

To adjust this information, select Edit, update under Details, and select Save.