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
- Due Diligence
- Notes
- Files
- Time/Expense
