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Leveraging Opportunities for Existing Major Donor Management - Cultivating
Jamie Beliveau 9/6/2022 1:12:00 PM

To manage an existing opportunity, find it in the listing using the basic filters. Find this screen by clicking into the Contacts section > Opportunities > Go.

Narrow a search further by using the Advanced Filter.

Once you find the opportunity you want, hover over the three dots to the right of the listing. Click Manage.

General Tab

Under the General tab is the information that was written in when the opportunity was first created.


Contacts Tab

The Contacts tab displays the contacts associated with the opportunity. 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!

Solicitors Tab

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

Steps Tab

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

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.

 

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.

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.

Notes and Files Tabs

Please see our related articles on Notes and Files.

Additional related articles below

CharityEngine Help Center: Best Practices for Cultivating and Stewarding
CharityEngine Help Center: How to Create a Solicitor
CharityEngine Help Center: Assigning Groups, Solicitors, and Activities to Contacts
CharityEngine Help Center: Creating a Simple Track for Opportunities





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