Opportunity Management Overview Paige Freeman April 22, 2025 14:10 Updated 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: Set up System Types and Codes Create an opportunity plan, including adding stages and tasks Assign a prospect and owner/solicitor to an opportunity plan Manage prospect opportunity plan Manage opportunity owner/solicitor tasks