In Salentica Deals, an Investment Opportunity is a potential investment you are looking to acquire. With an opportunity, you can forecast revenue, set a potential close date, and factor in a probability for the sale. You can also track contact information and information about the person working on the opportunity. 

 

If you’re following the investment process from start to finish, you will qualify a lead to turn it into an opportunity and potentially an associated contact to the opportunity.

 

You can create a new opportunity or convert one from a qualified lead without re-entering the data. When you convert a qualified lead to an opportunity, you can access the lead record, which includes activities, from the corresponding opportunity form. The preferred way is to create an opportunity from a lead. 

Where can I see Investment Opportunities? 

To access Investment Opportunities click the Investment Opportunites tab on the navigation bar. You will see a list of Recently Viewed Investment Opportunities or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of an Investment Opportunity, click the Topic.

What's in an Investment Opportunity?

 

Investment Name

 

Highlights Panel

• Est. Close Date 
• Owner

 

Investment Opportunity Updates

• +Follow
• Edit
• New Contact
• Delete
• Clone
• Change Owner
• Printable View
• Sharing
• Sharing Hierarchy

 

Investment Opportunities Pipeline

• Pre-Screen
• Screen
• Due Diligence
• Closing

 

Investment Opportunities Menu

• Details
• Related
• Notes & Files

 

Details

• General Information
• Topic
• Investment Opportunity Description
• Primary Contact
• Company
• Secondary Contact
• Investments
• Summary
• Investment Pipeline Type
• Strategic Fit
• InTouch Service Level
• Due-Diligence Complete?

 

Closed Details

• Won/Lost
• Reason Won/Lost
• Actual Close Date

 

Investment Forecast Details

• Projected Investment
• Est. Revenue
• Est. Close Date
• Warmth

 

Investment Details

• Investment Date
• Actual Investment

 

Last InTouch

• Last Email
• Last Conversation
• Last Contact Activity
• Last Contacted On
• Last Contacted By

 

Next InTouch

• Next Conversation
• Next Email

 

Referral Details

• Referral Source
• Referred By
• Other

 

Time/Expense

• Expenses (YTD)
• Time - Hours (YTD)
• Average Cost Per Hour (YTD)
• Expenses (12M)
• Time - Hours (12M)
• Average Cost Per Hour (12M)

 

Related

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• Due Diligence

• Notes
• Files
• Time/Expense