Use the Opportunity List to keep track of opportunities and opportunity details.
View a quick overview of all opportunities in your organization, which includes the start date, total volunteers, and more. You can also filter opportunities, quickly manage individual opportunities, and bulk edit multiple opportunities.
In this article:
Manage a Single Opportunity
To manage a single opportunity:
- Open your organization.
- Click Opportunities. You'll see a list of all opportunities in your organization.
- Do one of the following:
- Select an opportunity and click Take Action. Next, select to export, edit, or manage tags for this opportunity.
- Hover over an opportunity and click Actions. Next, select an option:
- Copy Opportunity — Make a duplicate copy of this opportunity
- View an Overview of this Opportunity — Quickly view and manage page settings, key information, tags, the page description, general settings, shift and schedule settings, and notification settings, attendance settings, signup workflow settings, and visibility.
- Access — Open the opportunity page to view and manage all settings
Bulk Manage Multiple Opportunities
You can edit, export, and manage tags for multiple opportunities at the same time.
To bulk manage opportunities:
- Open your organization.
- Click Opportunities. You'll see a list of all opportunities in your organization.
- Select multiple opportunities.
- Click Take Action.
- Select an option.