Using Opportunities

Len Gutman

Hi. I'm new to RE after using BBCRM at my previous workplace. With BBCRM, you could create an opportunity and add multiple constituents to that opportunity using a list (effectively, bulk assigning constituents to a specific opportunity).

Is there something similar in RE? I have created a new opportunity, and I want to add a few hundred constituents to that Opportunity but don't want to do them one at a time.

Or maybe there's some other feature in RE I'm not aware of that can help me track constituents I'm asking for a gift toward a specific fund/appeal?

Thanks.

Cindy Gericke

Use Administration to globally add a proposal (same as opportunity in NXT)