Glossadex: What is an opportunity?

    Glossadex: Opportunity

    An opportunity is a potential gift or grant your organization is pursuing. Opportunities should be linked to existing individuals or organizations in Causeview, and are usually major gifts or grants that your organization pursues through a multi-step stewardship process. This process can be tracked in Causeview using different stages, which accumulate in stage history. If your efforts are successful the opportunity will become a Causeview transaction.

    Glossadex: What is an opportunity?