How Do I Add an Existing Opportunity to My Initiative?

Add an existing active Opportunity to a new Initiative in your Pro account.

Add an Opportunity to an Initiative

1. Access your Admin Dashboard.
2. Select "Initiatives" from the left-side navigation.
3. Select your Initiative.
4. In the middle of the page select "add Opportunity".
5. A dialogue box will appear asking you to either "select Opportunity or type to search" or "create a new Opportunity".
6. Find your Opportunity or create a new one and then click the green "Update Initiative" button at the bottom of the dialogue box.