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  1. ServiceReef
  2. Opportunity Management

Opportunity Management

Manage your opportunities (local serving, short-term trips, etc.) with excellence leveraging the powerful tools available to you.

Getting Started

  • Beginners Guide to Setting Up an Opportunity
  • Making Your Event Page Look Great

General Information

  • Opportunity Management & Search (Backend)
  • Opportunity Public Page
  • Opportunity Dashboard
  • General Information
  • Setting Up Requirements
  • Setting Up Media
See all 12 articles

Task Management

  • Introduction to Task Management

Opportunity Finances

  • Opportunity Financial Details
  • Personal Fundraising Pages
  • Application Fee
  • Building a Budget
  • Tracking Opportunity Expenses
  • Running Financial Reports
See all 9 articles

Opportunity Communications

  • Sending a Custom Email
  • Managing Automated Email Notifications
  • Weekly Update Emails
  • Setting Up Team Meetings

Participant/Team Management

  • Participant Management Page Overview
  • Participant Tools
  • View & Upload Forms
  • View & Edit Personal Fundraising Page
  • Change Participant Fundraising Goal
  • Move or Copy User to Another Event
See all 13 articles

Post Opportunity Engagement

  • Sharing Stories
  • Post Trip Pipeline
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