Using opportunities
An opportunity is any circumstance that could result in a positive action for your organization, such as a purchase, donation, or registration. Opportunity Users can perform the following actions:

Opportunity User tasks
To view an opportunity
There are two ways to view an opportunity:
- From the Opportunity Management menu
From Opportunity, select Opportunity Management. You will see all opportunities for which you have security access privileges. Select the opportunity you want to view. - From the Customer Portfolio
If you are the owner of an opportunity, you can see the details of the opportunity when you have a contact record open in the Customer Portfolio. (Make sure your tab preferences are set to make the Opportunity tab visible.) The Opportunity tab displays description, status, and expiration date.
To navigate an opportunity
The tabs along the top of the Opportunity Portfolio display general information about the opportunity:
- The Summary tab displays the details of the opportunity, the prospect, and related opportunities.
- The Definition tab displays summary information for editing.
- The Action Plan tab displays the action plan assigned to the opportunity and the status of each task.
- The Security tab displays security access rights for the opportunity.
The tabs along the side of the opportunity display detailed information about the opportunity:
- The Groups tab displays the individuals associated with the opportunity and their group roles.
- The Tasks tab displays required tasks, status, and notes.
- The Documents tab displays related documents.
- The Activities tab displays all activity within a prospect's record (from the Customer Portfolio).
- The History tab displays actions and progress in the opportunity.
To attach a document to an opportunity
You can attach documents that are related to the opportunity, such as proposals and letters sent to the prospect.
- From Opportunity, select Opportunity Management.
- Open the opportunity.
- Select Documents.
- From the drop-down list, select File.
- Click New.
The Document Loader window appears.
- From the Type drop-down list, select the document type.
- Browse to the file. Select the file and click Open.
- Enter a description for the file.
- Click Upload.
To close an opportunity
When you close an opportunity, the opportunity status changes to Complete and the opportunity remains in the system for historical reporting purposes. The task history is saved with the opportunity.
- From Opportunity, select Opportunity Management.
- Select the opportunity.
- Click the Definition tab.
- From the Status drop-down list, select Closed.
- Click Save.