Introduction

CharityEngine provides an easy way to focus on the opportunities created in the system. Opportunities are CharityEngine’s moves management functionality. This feature is used to track progress with major donor asks, grant proposals, or any other contacts that the organization wishes to follow a specific workflow. This article will guide users on the available filters to narrow down your opportunities review as well as a walk through of each component of the opportunity record. 

Prerequisites

1. Create one or more opportunities to explore the advanced filter feature.

Instructions: Locating an existing opportunity 

Instructions: Managing an existing opportunity 

• Opportunity: Source Tab

• Opportunity: Contact Tab

  The Contacts tab displays the contacts associated with the opportunity. Here you can assign the type of contact (i.e. Decision Maker, Gatekeeper, Stakeholder, Other). You can also assign the solicitor and determine the primary contact. Add new contacts to the opportunity under this tab.

  Note: There can only be a single primary contact. Choose the primary contact carefully—this will be the contact that shows up in reporting on the opportunity.

• Opportunity: Solicitors Tab

Find the solicitor of this opportunity under the Solicitors tab. Interact with the existing solicitor and create new ones here.

• Opportunity: Steps Tab

Under this tab, find the listing of steps your organization will take to succeed in the opportunity.

• Opportunity: Activities Tab

The Activities tab lists all of the activities associated with the opportunity. This space will automatically populate with completed activities after steps have been marked as complete. There is a Create button at the top of the listing to manually add activities that were not part of any specific steps, but still contributed to the opportunity. In addition, use the ellipse under ACTIONS to manage or update changes to an existing opportunity. 

• Opportunity: Conversions Tab

The conversions tab is the space to find or create transactions, pledges, sustainers, or members that have been populated into this opportunity. Buttons labeled with each type are available for manually creating new listings.

• Opportunity: Move Log Tab

The Move Log section tracks activities that have been moved or skipped. Find the dates and duration of each step under this tab.

• Opportunity: Stream Tab

The Stream tab tracks everything done with the opportunity. Under the Stream tab, see every change made to the opportunity. Each listing will be marked with a type (Transaction, Activity, Case, Peer-to-Peer, etc.), a date, a contact, and a description of what occurred.

• Opportunity: Notes and Files Tabs

Add notes or files associated with the opportunity.

• Merge Contacts
• Data Hygiene: De-Dupe Households
• Opportunity - Moves Management: How to Automatically Create an Opportunity Using the Trigger Tool
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Trigger Tool – Creating an Opt-In List
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• New Filters for building Contacts Reports
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Calculated Custom Fields
• Opportunity - Moves Management: How to Link a Transaction to an Opportunity
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Promoting Custom Fields on Contact Summary Page
• Giving History and More Contact Filters
• Creating Custom Fields
• Automation & Workflow: Merging Contacts in Bulk through Importing
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Removing Audience Members From Lists
• Data Importing: How to Import Relationships
• Contact Management: Contacts Who Are Online Now
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Memberships: How to Manage Existing Membership Records
• Contacts: How to Create and Manage Activities
• How to Create a Solicitor
• Contact Records: Addresses
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Contacts: Creating & Adding Tags or Groups
• Printing the Contact Summary Page
• Contact Record Page
• Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts : Files
• Automation & Workflow: An Overview of Triggers & Use Case - Examples
• Contacts: Adding Contacts to Your Basket for Exporting
• Automation & Workflow: Merge History
• Contacts : Legacy vs. Compliance
• Leveraging Opportunities for Existing Major Donor Management - Cultivating
• Contacts: People, Households, & Organizations search
• Search & Manage Contacts