Change Opportunities tab to be called Proposals

I would like to be able to change the Opportunities tab to be called Proposals, like it is in the database view.

  • Guest
  • Jul 28 2016
  • Will not implement
  • Aug 29, 2016

    Admin response

    Proposals were recently renamed to Opportunities in RE NXT web view to follow the industry convention and fit with the pipeline nature and other reporting functionality we plan to build around them.  We haven't made any decisions on whether record types could be configured to rename them - it's not planned at this time.

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  • Beth Muckler commented
    19 Jan 19:02

    This should be reopened and reconsidered. Calling them Opportunities is just a buzzword. The industry uses Proposals as the term for... a proposal. It's confusing to fundraisers and I'm constantly having to explain this over and over.

  • Hillary Cote commented
    November 13, 2023 14:28

    I don't know if it's too late to comment on this ("Will not implement") but I find that my newer NXT users vs. people who have used RE7 have the most difficulty understanding the concept of Opportunities, but when I describe them, "sitting with a donor, you hand them a proposal," it begins to make sense to them. Even early in the pipeline, I explain to my colleagues that an Opportunity is a planned proposal.
    To us, Opportunity is not solid enough for people to really understand it, and if I have to use the old term, "proposal," to get people to conceptualize what the end goal is, then maybe we're using the wrong term.
    Maybe I've only been at small organizations, but I have only ever used proposals, we have never presented donors or funders with opportunities.

  • Tammy Yugin commented
    September 18, 2017 14:32

    Hi, I see the reasoning. But perhaps there could be an option to choose which terminology to use? It's hard to teach new users the basics and the different terminology doesn't help.

  • Deleted User commented
    March 17, 2017 15:46

    Hello everyone. When deciding what to name this feature in NXT, we wanted it to represent more of the entire process. 'Proposal' has a bit narrower scope than 'Opportunity'.

  • Karen Stuhlfeier commented
    March 16, 2017 12:02

    I thought that this would be an issue in our office, but no one minds that they're called opportunities in NXT. I do think though that they should be the same in both views of the database.                        

  • Carrie Hernandez commented
    September 07, 2016 20:21

    I would also like for us to be able to have a consistent language across the two formats.  The different language can cause unnecessary confusion.

  • Guest commented
    August 09, 2016 20:17

    I agree that proposals makes more sense and provides consistency.

  • Blake Moody commented
    July 29, 2016 16:02

    I would vote for a org specific configurable setting. I personally like "Opportunities" better, since we are treating them as our pipeline. We create a opportunity record for all donors that gave the previous year, and ad-hoc for new prospects to our org. Opportunities makes more sense. I just wish that we could change it to Opportunity in RE Database view.

  • Jen Claudy commented
    July 29, 2016 14:29

    Would certainly be clearer.  Not here, but at my last org, Opportunity would first bring to mind Volunteer Opportunity.  This is one of the terminology changes I really don't care for, as I think it's more confusing rather than clearer.