---
schema_version: "1"
id: 21e7737bc3a803d89026fd5f209a8ddc2c41d5517f839a0c3cdc15c2859924c4
title: Configure Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gem_configure_opportunities.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gem_configure_opportunities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5aa1fd658d8ccd8107074d7b2bd6ee4c136951e2683fadce00859720782b5b61
description: Configure Opportunity names and stages to best match your org's gift process.
products:
  - Nonprofit
release: "264"
---
# Configure Opportunities

Configure Opportunity names and stages to best match your org's gift process.

- **[Customize Opportunity Name Format](https://help.salesforce.com/s/articleView?id=sfdo.gem_configure_opportunities.htm&release=264.0.0&type=5)**  
    Create your own automation to customize the name format for manually created Opportunities.
- **[Set Up Opportunity Stages](https://help.salesforce.com/s/articleView?id=sfdo.gem_configure_opportunities.htm&release=264.0.0&type=5)**  
    Consider the Opportunity stages for your org's gift processing solution.
- **[Customize Automatic Updates to Opportunity Stage](https://help.salesforce.com/s/articleView?id=sfdo.gem_configure_opportunities.htm&release=264.0.0&type=5)**  
    Configure the stage an Opportunity is automatically updated to when all payments are complete.

## Customize Opportunity Name Format

Create your own automation to customize the name format for manually created Opportunities.

The Single Gift Entry form names Opportunities after the Contacts associated with them. For example, if a gift comes from Selina Rodriguez, it's named the Selina Rodriguez Donation. Out of the box, however, this automation doesn't happen when you create a gift Opportunity outside of Single Gift Entry. You can create your own automation to customize the name format used for manually created Opportunities.

1. Go to the NPSP Settings tab.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-gift_entry_manager-264-0-0-production-enus/06e55002-f089-4a3e-bc0c-67a1c776fdd3/images/icon_note.png)
    
    Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher.
2. Click **Donations**, then click **Opportunity Names**.
3. Click **New Opportunity Name**.
4. Specify details such as which types of Opportunities to name using these settings, as well as the actual name format. For more information, see [Customize Opportunity (Donation) Names](https://help.salesforce.com/s/articleview?id=sfdo.npsp_customize_opportunity_donation_names.htm).
5. Click **Save**.

## Set Up Opportunity Stages

Consider the Opportunity stages for your org's gift processing solution.

GEM and NPSP install a number of Opportunity stages (including Pledged, Posted, Declined, Closed Won). You may want to add new stages that your institution uses in your gift processing solution, such as "Prospecting" or "Under Review."

For information about creating Opportunity stages or disabling stages you don't need, see [Understand and Customize Sales Process and Path](https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/understand-and-customize-sales-process-and-path-npsp) on Trailhead. When you create a Stage, verify that it's been added to the NPSP\_Default Sales Process (in Setup, search for then select **Sales Processes**).

## Customize Automatic Updates to Opportunity Stage

Configure the stage an Opportunity is automatically updated to when all payments are complete.

When all Payments on an Opportunity are paid, GEM automatically changes the Opportunity's Stage to Closed Won, reducing the need for manual updates. You can configure the default Stage in NPSP Settings.

1. Go to the NPSP Settings tab.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-gift_entry_manager-264-0-0-production-enus/06e55002-f089-4a3e-bc0c-67a1c776fdd3/images/icon_note.png)
    
    Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher.
2. Click **Donations**, then click **Payments**.
3. Click **Edit**.
4. Under **Opportunity Stage for When Fully Paid**, select the desired Stage.
5. Click **Save**.