Giving Tab - Opportunities Settings

New Opportunity / Edit Opportunity

Setting Description
Name  Enter the name of the opportunity for the individual. Gifts and pledges can be tied to this opportunity at a later date.
Date Enter the date the opportunity was identified.
Status  Select the appropriate status for this opportunity. Opportunity statuses can be added and modified by configuring prompts for Slate standard advancement fields.
Asked Enter the amount of the ask.
Expected This field appears when a pledge associated with the opportunity is entered.
Received This field appears when a gift associated with the opportunity is entered.
Notes This field stores custom, internal notes associated with a gift, pledge, or planned gift.
External ID This field allows for a unique ID to be assigned to a particular opportunity, typically to export to other systems.
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