How to Add a Fundraising Opportunity

Last Updated: Feb 25, 2017 05:53AM MST

Overview


This article will explain how to create a new fundraising opportunity in order to track your potential and existing opportunities.
 

Steps

 
  1. Navigate to the ‘Capital Raising’ tab in the top header.




     
  2. Click ‘Add Fundraising Opportunity’. 




     
  3. Enter a name for the opportunity and any relevant information.




    A. Click ‘Save and Close’ to see the updated board with the new fundraising opportunity under the appropriate stage, as shown in the example below.





    B. Click ‘Save and Go to’ to view the detail information on the fundraising opportunity you just created.




 
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