Opportunity Records

Opportunities help you plan and track efforts to build relationships with prospects and secure major gifts. To view detailed information about an opportunity, select its name — such as on a record or list — to open its record. From the opportunity's record, you can view and manage information about the activity and effectiveness of the effort.

Note: Applied opportunities cannot exceed the gift amount.

Tip: For information about how to manage records, see Opportunities.

At the top of the record, you can view pertinent details about the opportunity, including its constituent, purpose, and status. For details about this information, see Opportunity Summary.

Under Actions, you can view and manage the interactions and tasks performed or planned to help cultivate the relationship and major gift. For each action, you can view details such as its date, whether it's past due, and any related notes. To manage these details, or for more information about the action, select its name to open its record. For information, see Actions.

Under Assigned to, you can view and manage the fundraisers assigned to manage the opportunity and how much credit they've received for gifts that result from their effort. For more information, see Fundraisers.

To adjust the fundraisers who manage the opportunity, select Edit, update the assignments or credit amounts under Assigned to, and select Save.

Under Attachments, you can view and manage files related to the opportunity, such as a copy of the formal gift agreement. For more information, see Attachments.

Tip: In the database view, you can attach files on the Media tab of proposal records. These files appear under Attachments on opportunity records in the web view. However, we strongly recommend you save these files as attachments in the web view instead. For details why, see Attachments or Media?.

Under Custom fields, you can view and manage specialized information your organization tracks about the opportunity. For each field, you can view its name — or "category" — and value. You can also view when the field was added and comments about its information. For details, see Custom Fields.

Under Details, you can view and manage the intended uses for gifts given in response to the opportunity, as well as how — and how likely — you are to receive them. For more information, see Opportunity Details.

Under Funding, you can view and manage pertinent gift amounts and dates to track over the life of the opportunity, such as how much was asked, expected, and received (and when). To update this information, select Edit. For more information, see Opportunity Funding.

Under Linked gifts, you can view all gifts received as a result of the opportunity and details about each, including its amount, type, and fund, as well as when it was received. For more information, see Linked Gifts.

Under Opportunity status, you can view where the opportunity is in your solicitation process — such as Initial contact, Pending, or Accepted — and how long it’s been in the current stage. You can also select the arrows on the timeline to quickly view and scroll through a history of its statuses. To view details about a status, select its section on the timeline. To view a list of the opportunity's previous statuses, select Show status history. For more information, see Opportunity Status.

Tip: To help focus on only what matters to you, you can manage how the information appears on a record. For information, see Records.

Note: With Prospect Research Management or Prospect Insights, you can add and manage a constituent's opportunities as proposals from the Prospect tab on the constituent's record in the database view.

From the record of an opportunity or its constituent, you can manage its details and status as necessary.

You can edit the details of an opportunity — such as the person who is assigned to manage it or its deadline — from a list of opportunities or under Opportunities on its constituent's record. To edit an opportunity, open its record or select its menu , select Edit opportunity, adjust its information as necessary, and then select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Tip: You can quickly change the status of an opportunity as it moves through your solicitation process from its record, its constituent’s record, or a list of opportunities. For information, see Opportunity Status.

Tip: To quickly update specific information about an opportunity, select Edit under Details, Assigned to, or Funding on its record.

To keep an opportunity for historical reference but remove it from the lists, such as if you disqualify the constituent for a major gift after multiple attempts to contact them, select Mark inactive.

To resume an inactive opportunity, such as if the constituent finally replies with a favorable response, select Mark active.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Tip: By default, only active efforts appear in lists of opportunities. To view inactive efforts so you can reactivate them, select Choose filters , Inactive, Apply changes. At the top of the list, select Inactive, Include inactive. Select Apply filter.

To remove an opportunity — such as one inadvertently added to the wrong constituent — you can delete it from the database view.

From Records, open the constituent record associated with the opportunity. Next, select the Prospects tab. From the list on the left, select Proposal, then select the proposal to remove and select Delete from the action bar.