How to Create an Opportunity Category

Summary

A step-by-step guide to categorizing opportunities

Body

To view the current list of opportunity categories for your program and get started adding new ones, follow these steps:

Note: Only program admins can add opportunity categories. However, program staff can apply them when adding opportunities.

Step 1: Navigate to Opportunities

In the program admin interface, navigate to the Opportunities page. Then, switch to the Settings tab:

Step 2: Create Opportunity Category

Click the "Create Opportunity Category" button. Enter the name of the category, and an optional description. "Position" refers to the order of the category relative to others. See Introduction to Opportunities for a list of example categories.

Details

Details

Article ID: 10197
Created
Fri 5/19/23 12:27 PM
Modified
Fri 5/19/23 12:35 PM