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. |