Choosing an Opportunity Type

1. Within the Create New Prospect / Opportunity pop-up window , from the Opportunity Type drop-down menu , choose what type of opportunity you want to create.

 To initially access this pop-up window, from the navigation menu go to Opportunities , then Retrieve Prospect to Create Opportunity. Clicking the Create New Prospect / Opportunity link   towards the top-right of the screen affords access to the aforementioned pop-up window.

2. Click the

button.
• You may choose to click Cancel to return to the prospect record without creating the opportunity.

3. Create the prospect record by populating the fields of the Create Prospect  screen as desired.

 All fields notated with an asterisk are mandatory and require population before the record can be saved.

4. Click the

button.
• You may choose to click Cancel to return to the Retrieve a Prospect to Create Opportunity screen .

5. Create the opportunity record by populating the fields of the create opportunity screen  as desired.

 All fields notated with an asterisk are mandatory and require population before the record can be saved.

6. Click the

button.
• You may choose to click Cancel to return to the Retrieve a Prospect to Create Opportunity screen.

Canceling the opportunity fails to create an opportunity record, but the prospect record itself, created on the previous screen, still remains in the database.

7. After saving the opportunity, you are returned to the Retrieve a Prospect to Create Opportunity screen, where you may choose to start the process again if desired.

 To review the opportunity record you just created, first search for the prospect record. Once on the prospect record screen, from the Go To sidebar , click Opportunities and select the opportunity from the list displayed.

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1. On the navigation menu, select

Opportunities

.
• The Opportunity Management page displays.

 If Opportunities is not listed on your navigation menu, add it from Program Settings in the Navigation Menu settings.

2. Select

Retrieve Prospect to Create Opportunity

.
• The Retrieve Prospect to Create Opportunity page displays.

3. Type any search criteria into the

field

, most simply by using the format “Last name, First name”:

If you are unsure of exact search criteria, try using wildcard search features.

• The search field is defaulted to search by All; to narrow your search and focus on a more specific search option, click the magnifying glass drop-down menu and make your selection.

4. Click the

button:
• Any results that meet your search criteria will be displayed in a Results list .

If no results exist, alter your search criteria and try again.

5. For the desired prospect record, in the Options column, select New .

6. From the drop-down menu, choose the desired opportunity type

.

7. Populate the create opportunity screen fields as desired.

 All fields notated with an asterisk are mandatory and require population before the record can be saved.

8. Click the Save button to save your changes, or the Cancel link to return to your previous search results without saving anything.

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