Opportunities Question

Len Gutman

Hi. We are just back to using Opportunities in NXT after a few years as our staff has turned over entirely. I'm fairly new to RE/NXT so I'm not sure how to manage these.

When I look at our Opportunities in RE we have 402 showing. Most of these are old and either listed as funded or declined, etc. How do we get them out of the list so they are no longer showing as active opportunities in our portfolios? Do we mark them as inactive? Is there a status that makes them go away from the list? Or do we just always have them once they are created and we just need to sort them in a way that the active ones come up in our portfolios?

Thanks.

Len

Faith Murray

@Len Gutman
I think it depends on how you label proposals. (For example, we mark completed ones in the Status field.) Ultimately, I don't think there is any one-setting-applies-to-all feature like there is for Inactive phones. However, in NXT you have the filter options below:

The settings here are NXT's default filters. As you can see, the Inactive filter is not included unless you deliberately opt it in. Regardless of whether you filter by Inactive or Status, you will have to instruct your fundraisers to adjust their filter settings.

I believe it's valuable to be able to view past proposals, for the sake of performance comparisons and donor timelines, so that's why NXT allows all proposals into the list view.