Allow us to reassign an Opportunity/Prospect from one constituent's record to another

In case an opportunity is mis-categorized the first time, this would allow reassigning it to the correct constituent record. Instances where this can come up include when our role in pursuing a grant starts out with us being the lead applicant, but somewhere down the road, we become a subcontractor. We would want to shift the funding from the original funder to the organization that has become the lead applicant.

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  • Dec 11 2024
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