How do I quickly edit settings for an Opportunity?

Navigate to the Opportunity Overview to quickly edit the settings for an Opportunity.

InitLive is now Bloomerang Volunteer—a new name, a new look, and a new integration. Bloomerang Volunteer works just like InitLive. You can do everything you always do, and in the same way. 

See what's changed.

You have access to change a variety of different settings on the Opportunity Overview. Start by selecting the Opportunity you wish to change, and then "Take Action". 


You can use the "Take Action" feature to make quick, high-level changes to an Opportunity, without having to jump into the Opportunity itself. You may also select more than one Opportunity, and apply the same changes to both Opportunities. This can be helpful if you need settings to be consistent across Opportunities.