Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
25
votes
Derica Reed
shared this idea
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Paulette Bassil
commented
It would be great if the opportunity balance reflected the difference between the solicited amount and the pledge amount. I had to leave a note explaining why the balance still shows the solicited amount even after linking the pledge.
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Anne Allieri
commented
Ability to post the Pledge total amount to the Opportunity so the Opportunity balance is reduced by the Pledge total amount.
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Anne Allieri
commented
Add the ability to link a Pledge to an Opportunity. This will allow the Opportunity to show as realized with a balance of $0.
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Sybil Elie commented
As well as a promise.