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Opportunity Types example: Non-profit organization

In this example, our non-profit organization has current members and donors. In addition, non-members purchase conference proceedings and books. The default Opportunity Types are sufficient for our process.

Opportunity Type

Default Action Plan

Default Owner

Donor

Donor Giving

Director of Fundraising

Member

Annual Conference

Director of Events

Sales

Publications

Director of Publications

See Also

Identifying Opportunity Types

Opportunity Type concepts and terms

Tips for planning Opportunity Types


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