Creating Opportunities

Luz Aguilar
Luz Aguilar
Fifth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
Hello All,

Our organization has never created opportunities, I've been using RE for about 6 months now and we are ready to start using them. However, I am not sure where I can create the list of opportunities. Any guidance is appreciated.

thanks

Comments

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions Commented in Discussion
    Hi Luz Aguilar‍, to get a list of opportunities, under the lists dropdown menu you can create lists of opportunities with any filters/columns you would like.
  • Luz Aguilar
    Luz Aguilar
    Fifth Anniversary Facilitator 1
    thanks Dan,

    I'll give it a try. I appreciate the response.
  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions Commented in Discussion
    Sure, thing and just reach out if you have additional questions.
  • Kristine Marvin
    Kristine Marvin
    Ninth Anniversary Kudos 1 Name Dropper Participant
    You also create lists for opportunities in the Database View, such as Status, reasons and ratings. Go to Config, Tables and Find Proposal. Proposals in Database View = Opportunities in WEb View NXT.
  • Jeff Shaw
    Jeff Shaw
    Fifth Anniversary Facilitator 1
    We've started using them in RE NXT and it is very helpful. Please reach out if you would like more information.
  • Luz Aguilar
    Luz Aguilar
    Fifth Anniversary Facilitator 1
    Thanks Jeff, I certainly will.
  • Potique Johnson
    Potique Johnson
    Fourth Anniversary Kudos 1 Name Dropper Facilitator 1

    Jeff,

    I am RE certified, but new to my position. We have never used “Opportunities” before even though we have always had the option. Can you give me some insight as to “how” your organization uses the Opportunity tab in NXT? What is considered an “Opportunity” category?

    Is this just a campaign or can it be things like: Planned Gift or IRA Prospecting, etc?

    Thanks for your time and help.

    Tiki

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