Giving Tab - Opportunities Settings
  • 21 Nov 2023
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Giving Tab - Opportunities Settings

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Article Summary

New Opportunity / Edit Opportunity

Setting

Description

Name 

Enter the name of the opportunity for the individual. Gifts and pledges can be tied to this opportunity at a later date.

Date

Enter the date the opportunity was identified.

Status 

Select the appropriate status for this opportunity. Opportunity statuses can be added and modified by configuring prompts for Slate standard advancement fields.

Asked

Enter the amount of the ask.

Expected

This field appears when a pledge associated with the opportunity is entered.

Received

This field appears when a gift associated with the opportunity is entered.

Notes

This field stores custom, internal notes associated with a gift, pledge, or planned gift.

External ID

This field allows for a unique ID to be assigned to a particular opportunity, typically to export to other systems.


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