Viewing a Constituent's Opportunities

The Opportunities page displays any opportunity plans to which the constituent is assigned. To access the Opportunities page, select Opportunities from the Involvement tab.

For more information on Opportunity Management, please see Opportunity Management Overview.

To access the Opportunities page, the user must have permissions for the Opportunity.AssignOpportunity security application.

The tabs at the top of the grid allow you to view any opportunity plans that are Pending, Successful, or Unsuccessful for the constituent. 

Selecting the hyperlinked Opportunity Plan name opens the opportunity plan assignment page.

You can also assign an opportunity plan directly from the Opportunities page by selecting +Assign Opportunity Plan. For more information on assigning an opportunity plan, please see Assigning a Prospect to an Opportunity Plan and Owner.