| 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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