Once you have completed the configuration and set up of your Moves Management/Opportunity structure, you and your solicitors can begin to leverage the Opportunities feature to begin adding new opportunities.

Step 1: Navigate to the People App > Opportunities > Database  

Step 2: Click on Create New to initiate a new opportunity

Step 3: Enter your opportunity including -

1. 1. Name of the opportunity; minimum requirement
   2. Contact name of the donor
   3. Contact Type
   4. Track selection of track to be applied toward
   5. Move First Step allows user to immediately move opportunity into first step in track
   6. Solicitor assign name 
   7. Active assign as yes or no
   8. Status assignment of custom status for opportunity
   9. Priority assignment of custom priority for opportunity
   10. Estimated Close Date
   11. Estimated Value - probability at each stage will be presented in the listing screen and in Opportunity reports
   12. Click SAVE
       
       

Step 4: Once saved, your opportunity record will be created. You or your solicitor can assign the Current Step to initiate the Moves Management/Opportunity cycle if not initiated in step above.

Step 5: From the listing screen, you will see your opportunity and a summary of the opportunity details. Note that because this opportunity is still in the Discovery step, the probability for win remains at 0%. 

Q. Can you share further details regarding the fields available when creating a new opportunity?
A. See below for additional field level detail.
Name: Name the new opportunity
Contact: Contacts always need to be assigned to an opportunity. Fill in the information about the contact here. Access these fields by clicking "assign contact" when the page first appears if it does not appear automatically.
Pipeline: Choose a pipeline that best fits this opportunity from the drop down menu. This menu is customizable.
Solicitor: Indicate a solicitor of an opportunity.
Active: Switch whether this opportunity is currently active.
Estimated Value: Note how valuable the opportunity could be.
Estimated Close Date: Record the estimated close date (this is helpful for things like proposals or grants that have due dates). This is also valuable for integrated reporting.
Status: Indicate a status for the opportunity. Is someone working it? Was it won/lost?
Priority: Indicate the priority of this opportunity. This list is customizable.