1. Navigate to Constituents, then click on Constituent Search
  2. Open the Constituent record
  3. Click the Prospect tab, then select the Plans subtab
  4. Click on the Plan name
  5. Click the Opportunities tab
  6. Select Go to opportunity, then click the Associated Revenue tab
  7. Click Add, then select Existing revenue
    • Note: If you want a single payment, not the entire pledge record, instead choose Payment
  8. Enter the constituent's name and search for the pledge record
  9. Select the record and it will automatically add itself to the opportunity