[Donor Management System] Adding & Modifying a single Opportunity

Adding a single Opportunity

1. To add a single Opportunity to your DMS, go to the Opportunities Tab

2. Select Add Opportunities on the upper right side of the screen

3. On the next page, you’ll have to provide the details about your new Opportunity

  • Opportunity Name: the name of the grant or project.
  • Opportunity Owner: the DMS User overseeing the Opportunity.
  • Prospect: the name of the Contact you are approaching for the Opportunity.
  • Opportunity Type: if the Opportunity is a grant, donation cultivation or another project. You can also add new Types by selecting the “gear icon” under the field.
  • Opportunity Status: the stage the Opportunity is in such as Submitted, Eligible, etc. You can also add new Statuses by selecting the “gear icon” under the field.
  • Probability :  the likelihood (low, medium, high) of closing the Opportunity.
  • Opportunity Amount: the monetary amount requested for the Opportunity.
  • Amount Received: the monetary amount to be received for the Opportunity.
  • Application Deadline: the date on which the Opportunity is set to be received.
  • Application Submitted: the date on which the Opportunity decision is set to be finalized.
  • Decision Date: the date on which the Opportunity money is set to be transferred to your organization.
  • Report Due: the date on which the Opportunity Report is due.
  • Notes: optional notes for the Opportunity.

4. Once all details have been given, select Save on either top or bottom of the page

5. The Opportunity will then be added and you will be directed to the Applicant’s Opportunities section under their Contact Profile

6. You can select the name of the Opportunity to access its details


Modifying a single Opportunity

1. Go to the Opportunities Tab

2. Search for the Opportunity you wish to modify and select its Opportunity Name to see more details

3. When viewing the Opportunity, select Edit on the top right corner of the screen

4. On the next page, you’ll see the details about your Opportunity that can be edited

Note: To change the Prospect, you would need to create a new Opportunity at this time.

  • Opportunity Name: the name of the grant or project.
  • Opportunity Owner: the DMS User overseeing the Opportunity.
  • Prospect: the name of the contact (individual, household, organization) in the DMS who you are prospecting. You can also add a new Contact by selecting one of the ‘new’ icons.
  • Opportunity Type: if the Opportunity is a grant, donation cultivation or another project. You can also add new Types by selecting the “gear icon” under the field.
  • Opportunity Status: the stage the Opportunity is in such as Submitted, Eligible, etc. You can also add new Statuses by selecting the “gear icon” under the field.
  • Probability :  the likelihood (low, medium, high) of closing the Opportunity.
  • Opportunity Amount: the monetary amount requested for the Opportunity.
  • Amount Received: the monetary amount to be received for the Opportunity.
  • Application Deadline: the date on which the Opportunity is set to be received.
  • Application Submitted: the date on which the Opportunity decision is set to be finalized.
  • Decision Date: the date on which the Opportunity money is set to be transferred to your organization.
  • Report Due: the date on which the Opportunity Report is due.
  • Notes: optional notes for the Opportunity.

5. Once you’re done, select either

  • Save: saves and redirects you to the Opportunities Tab, or
  • Save And New: saves and redirects you to create a new Opportunity.

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