WEBINAR RECORDING: Six Ways to Get Smarter with Your 2018 Fundraising Watch >>

Why is no Opportunity associated with my converted Lead record for subsequent recurring payments?


When Soapbox successfully auto-converts a subsequent recurring payment Lead record and locates an existing "Pledged" Opportunity associated with the Recurring Donation of the same Close Date, it will update that existing Opportunity record rather than create a new Opportunity. In these instances, no Opportunity will be listed for the converted Lead in a converted Lead Report.

Have more questions? Submit a request
Article is closed for comments.