Opportunities

Opportunities are plans that detail and track your efforts to build relationships with prospects and secure major gifts. With Prospect Research Management, you can manage these efforts, from the identification of a prospect to whether you receive a gift and how you'll use their giving.

To help foster relationships, you can view and manage opportunities from their records, the records of their constituents, or lists. To open the record of an opportunity, select its name in a list or on its constituent's record. For more information, see Opportunity Records.

Tip: In Work Center, you can view and manage only opportunities assigned to you or for constituents you work with as a fundraiser. For more information, see Work Center.

Note: In the database view, opportunities appear as proposals.