Track opportunities and configure opportunity fields

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Open Opportunities in the portfolio or school-wide area your role permits. Create a record for the intended prospect/context, fill the offered fields, and save. Use the record’s edit action as the opportunity changes.

Administrators can configure opportunity field definitions, section labels, amount types, likelihoods, statuses, types, and allocation-count settings. Review changes with the people who use the reports so labels and interpretation remain consistent.

Troubleshooting

An opportunity is not a processed donation. Its amount/likelihood must not be reported as settled gift revenue. For a missing opportunity, check portfolio/school scope, filters, and role. Creation/edit failures should be investigated from the displayed validation errors.

Account-specific settings

Exact required fields and whether a configuration edit affects historical records depend on your school’s opportunity settings. Do not guess probabilities or universal pipeline-stage definitions.