Account Name

Salesforce

Lookup to the Account that the Opportunity refers to

Opportunity Name

Salesforce

To outline the area of the potential gift

There is no naming convention for this field

Anonymous

Affinaquest

If checked, this Opportunity should be considered anonymous

16 Opportunities have this flag ticked

Do Not Contact

Affinaquest

If checked, this field indicates that the donor should not be contacted at the present time, regarding this Opportunity

50 Opportunities have this flag ticked

Private

Salesforce

A private Opportunity will only be visible to the owner and those with View/Modify all access on Opportunities

0 Opportunities have this flag ticked

Primary Campaign Source

Advancement

Campaign that led to the creation of an Opportunity

254 Opportunities have a Primary Campaign Source

Next Step

Salesforce

Description of next task in closing opportunity

239 Opportunities have a Next Step listed

Funding Complete

Affinaquest

When checked, this indicates that all funding anticipated for this opportunity has been received. Gift processing will no longer be notified that this opportunity is open for additional funding.

152 Opportunities have Funding Complete ticked

Opportunity Record Type

Salesforce

Indicates the record type of the Opportunity

Ask made?

Affinaquest created for Advancement (not managed package)

Used to track the activity report purpose of Ask for stage advancement

1,046 Opportunities have Ask made? ticked

Ask Amount

Advancement

Ask amount that is documented in the proposal

4,309 Opportunities have the Ask Amount field populated

Solicitation Stage Date

Affinaquest created for Advancement (not managed package)

This is the date that the opportunity has reached the solicitation stage

1,316 Opportunities have the Solicitation Stage Date populated

Credited Date

Advancement

There is no documentation in Salesforce or Jira to indicate the purpose of this field

12 Opportunities have the Credited Date populated

Original Gift Number

25 Opportunities have the Original Gift Number populated

Strategy

Comment

Alert

Opportunity Owner

Lead Source

OMI

Capacity

Readiness

Next Task

Next Task Date

Loss Reason

Prospect Pool

Gift Theme

Gift Amount

Gift Date

Chart of Account Type

Type

Sub-type

Stage

Stage Date

Days in Current Stage

Amount

Probability (%)

Pipeline Value

Forecast Category

Close Date

Created By

AQCV CONVERSIONID

Last Modified By

Pledge/Grant Reminder Required

Pledge Reminder Category

Pledge Reminder Owner

Acceptance from Delegate

Grateful Patient?

Donor Expectations Apply

Anonymity Level

Verbal Acceptance

Name of Giving vehicle

Amount

Ask Amount

Ask made?

Gift Amount

Gift Date

Receipt Delivery

Instrument of Gift

Name on the Instrument of Gift