The Opportunities feature enables you to manage and track the process of fundraising from:
Trusts & Foundations.
Major Donors.
Corporates.
Legacy cases.
It also enables you to track non-financial processes, such as volunteer applications.
The feature also provides tools for:
Conducting prospect research.
Moving opportunities through the stages to resolution.
Reporting on pipeline.
Opportunities is the same tool for all kinds of process-based fundraising: you can report across all forms of fundraising. However, the processes themselves are different. That's why there is the concept of Opportunity Types.
To get started you will need to set up your Opportunity Types:
Navigate to Opportunities, click Settings (admin only).
⚠️Important:
Opportunities is a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.