Remember to create an event first before you can complete the steps below. |
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. |
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.
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.
