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Basics of Opportunity Management in Causeview

    Opportunities are the pending donations that you want to track. By using the opportunities feature in Causeview, you are able to manage your major gifts donation process from inception all the way through to receiving and managing payments. As you work through the donation process, you will be able to track and move your major gift through the various stages.  Each stage will equate to a probability percentage; helping you to forecast and plan for the potential revenue.  Once you have been awarded the Grant, it will be converted to a Transaction where you can define the anticipated payment schedule and related follow up tasks.


    You can also link opportunities to campaigns and appeals, which will allow you to measure the return on the campaign, and determine whether or not the campaign was successful.

    Basics of Opportunity Management in Causeview
    Opportunities
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