Add an existing active Opportunity to a new Initiative in your Pro account.
Add an Opportunity to an Initiative
- Access your Admin Dashboard.
- Select "Initiatives" from the left-side navigation.
- Select your Initiative.
- In the middle of the page select "add Opportunity".
- A dialogue box will appear asking you to either "select Opportunity or type to search" or "create a new Opportunity".
- Find your Opportunity or create a new one and then click the green "Update Initiative" button at the bottom of the dialogue box.