Opportunity Status

To help detail your efforts to secure a major gift, you can use statuses — such as Initial contact, Pending, and Accepted — to track where an opportunity is in your solicitation process. You can quickly view the status of an opportunity under Status or in the summary on its record, under Opportunities on its constituent's record, or in the Opportunity status column on a list of opportunities.

Under Status on an opportunity's record, you can use the timeline to quickly view and scroll through a history of its statuses. To view details about a status, select it on the timeline. To view a list of the opportunity's previous statuses, select Show status history. To help track changes to an opportunity, you can view who added or updated a status when you review its history.

Note: For statuses added or updated in the database view, the history shows Blackbaud processing instead of a name.

If your organization sets up its opportunity statuses in the web view, you can also view how long an opportunity's had its current status, as well as when it's overdue or closed.

Tip: To accurately track all the prospect's giving opportunities and the effectiveness of your prospect management, use opportunity statuses in parallel with prospect statuses. For information, see Prospect Status.

Tip: In the database view, you can set up and manage the available opportunity statuses from the Proposal Status category in Tables from Configuration.

Tip: For a breakdown of your assigned opportunities by status, refer to Opportunities under Overview in Work Center. For more information, see Fundraising Work Center Overview.