Opportunity Management Overview

The Opportunity Management module includes all the fundraising features of Moves Management, plus the ability to track other opportunities, such as membership acquisition and renewals, meeting/event registration, sales pipeline, and/or sponsorships.

Opportunity Management allows an organization to define a series of activities designed to develop an individual's awareness of, knowledge of, interest in, involvement with, and/or commitment to the organization and its mission, and to nurture the organization's relationship with the individual.

Using the Opportunity Management module, you can:

• Create and manage opportunity plans, including adding and editing stages and tasks
• Assign a prospect and owner to an opportunity plan
• Manage plan assignment details
• Create and manage opportunity owners, including the ability to bulk update owner tasks

The following outlines the workflow for working with Opportunity Management:

1. Set up System Types and Codes
2. Create an opportunity plan, including adding stages and tasks
3. Assign a prospect and owner/solicitor to an opportunity plan
4. Manage prospect opportunity plan
5. Manage opportunity owner/solicitor tasks