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.

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, 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.