[Donor Management System] Exporting, Printing & Deleting Opportunities

After adding an Opportunity, you can easily export, print and delete it.


Exporting Opportunities

1. Go to the Opportunities Tab

2. Search for a specific Opportunity or select either:

  • (1) The specific Opportunities you wish to export,
  • (2) Every listed Opportunity on the page, or
  • (3) All Opportunities in your search criteria

3. Select the Actions menu at the upper-left side and then Export opportunities

4. On the next page, you will have to confirm you want to export the selected Opportunities by selecting Export

5. Your selected Opportunities will then be exported as a .csv file (open with Excel or Google Sheets).


Printing Opportunities

1. Go to the Opportunities Tab

2. Search for a specific Opportunity or select either:

  • (1) The specific Opportunities you wish to print,
  • (2) Every listed Opportunity on the page, or
  • (3) All Opportunities in your search criteria

3. Select the Actions menu at the upper-left side and then Print selected rows

4. On the next page, you will be able to print the information of the selected Opportunities using your web browser.


Deleting Opportunities

Deleting a single Opportunity

1. Go to the Opportunities Tab

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

3. When viewing the Opportunity, scroll down the page and select Delete

4. On the next page, you will have to confirm you want to delete this Opportunity by selecting Delete

5. The Opportunity will then be deleted and you will be directed back to the Opportunities Tab.


Deleting multiple Opportunities at once

1. Go to the Opportunities Tab

2. Search for a specific Opportunity or select either:

  • (1) The specific Opportunities you wish to delete,
  • (2) Every listed Opportunity on the page, or
  • (3) All Opportunities in your search criteria

3. Select the Actions menu at the upper-left side and then Delete opportunities

4. On the next page, you will have to confirm you want to delete the selected Opportunities by selecting Delete Opportunities

5. The Opportunities will then be deleted and you will be directed back to the Opportunities Tab.

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