Opportunities
Managing the workflow and pipeline for major donors, Trusts & Foundations, corporate, legacy cases and much more.
By Cristina1 author6 articles
- Opportunities overviewQuick walkthrough over the Opportunities feature.
- Set up Opportunity TypesExplore opportunity types in your fundraising process.
- Store information about prospective fundersRecord all information about prospective funders in one place.
- Create and manage OpportunitiesExplore how to create and manage opportunities and learn how this improves your Donorfy experience.
- Manage your pipeline of OpportunitiesExplore the ways to view your opportunities.
- Opportunity Pledges and TransactionsSet up and manage your transactions in Opportunities.