What's New

Two tiles on the opportunity record now carry more detail.

The Details tile displays Reason and Instrument, alongside Campaign, Fund, and Gift type. The Status tile displays Likelihood and the date the opportunity was last rated.

For opportunities linked to an organization constituent, the record also displays an Org contact — the individual designated as your primary contact at that organization. Select the contact's name to go to their constituent record.

Two changes to the Funding tile give you a fuller view of an opportunity, from the first ask through to the gifts you receive.

The tile shows the Original ask amount and date. When you first save an opportunity, the original ask takes the current Ask amount and date. If you later update the ask, the original ask amount and date don't change, so you always have a record of what you initially asked for. To correct them, select More, Edit original ask amount on the opportunity record.

Note: After an opportunity has a funded amount, select See more on the Funding tile to view the original ask amount.

New Committed amount and Received amount values break down funding progress, calculated from the gifts linked to the opportunity based on your organization's Giving analysis settings. These amounts are for reference only — the existing Funded amount doesn't change. Select either amount to see the gifts included in it.

Link a recurring gift's individual payments to an opportunity instead of the gift as a whole, so Funded reflects the gifts actually received. Recurring gifts already linked to an opportunity aren't affected by this change, and you can still remove or edit those existing links.

The new Notes tile on an opportunity record lets you add, edit, and delete notes at any point. Notes hold extra context that doesn't fit elsewhere, separate from the record's summary note.

The add and edit experience for opportunities has a modernized design, and it now captures Reason, Instrument, Date rated, and Notes alongside the details you already track. For an organization constituent, Contact lets you select the organization's contact for that opportunity from its existing relationships.

When you add a new opportunity, you can also save your organization's custom fields — Category, Description, Short description, Date, and Comments — without opening the record afterward. For more information, see Add or Edit Opportunities.

Note: Custom fields are available only when you add a new opportunity.

You can now delete an opportunity from web view. From the opportunity record, select Delete. Or select Delete for an opportunity directly from a constituent's Opportunities tile. Confirm the deletion when prompted — deleting an opportunity also removes its custom fields, attachments, actions, notes, and linked gift associations.

Note: You need the appropriate permission to delete opportunities.

Opportunity status configuration has moved from the Opportunities tile to Settings, Records, Opportunity status. From there, map each opportunity status to a lifecycle stage — Identification, Qualification, Cultivation, Solicitation, Negotiation, Stewardship, or Completed — along with whether it counts as open or closed and how many days it can remain in that status before it's overdue. Select Review to see a read-only board of your mapped statuses grouped by lifecycle stage.

After you map statuses, the Status tile on an opportunity record shows its Lifecycle stage, so you can see which stage each opportunity has reached.

Note: If a status isn't mapped to a lifecycle stage yet, the tile displays Not mapped. If you have permission to manage opportunity status settings, select Manage lifecycle setting to open the mapping.