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Topics#OpportunitiesLeslie Backus's Question
Leslie Backus asked in #Opportunities
Feb 5, 2019, 7:38 PM

I am adding a New Opportunity in the Matched Gifts section and this opportunity does not appear in this section. Only shows in the Opportunities section. I can I get it to appear under Matched Gifts?

I am adding a New Opportunity in the Matched Gifts section and this opportunity does not appear in this section. Only shows in the Opportunities section. I can I get it to appear under Matched Gifts?

@Fundraising@Nonprofit Success Pack@Salesforce.org System Administrators
2 answers
  1. Cori O'Brien (Salesforce)
    Feb 7, 2019, 12:29 AM
    @Leslie Backus can you post some screenshots, less any sensitive customer data, so we can try to assist? Also what is the record type of the new Opportunity? Is it Matching Gift?