After you have created an event and would like to add activities under that event, click on the Opportunities button.
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You should see a list of opportunities created under the event, however if this is a new event you will need to click the Action button to create a new opportunity.
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Remember to create an event first before you can complete the steps below. |
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A charity template will only be available to you if a charity has uploaded a template onto the platform. Otherwise, you will need to select the without a template. |
Select the below to
Create an opportunity without a template
Create an opportunity with a charity template.
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To create an opportunity, select the event you would like to add this opportunity by clicking on Opportunities as shown above.
For a new event, you will not see any opportunities but if it is an existing event you may see a list of opportunities as show below.
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Click Actions in the top right corner, a drop down menu will appear select With charity template.
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Select the charity and then the campaign template.
Add a Cause in the field.
Then click Next.
The window will update to display the opportunity and recommended contact person from the charity.
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