Outreach on Deals

Dec 21, 2022

Outreach allows you to keep track of your marketing efforts related to your Investment efforts. Using Outreach, you can store all the details related to both Networking Events and Marketing Campaigns. Target emails to specific lists of contacts through Marketing Campaigns. Track your planning tasks such as emails, phone calls, and meetings related to a Campaign or Event. Keep track of important campaign metrics, event details, and forecast details as well as ROI details and Sponsorships, all in one convenient place.

Where can I see Outreach?

To access Outreach click the Outreach tab on the navigation bar. You will see a list of Recently Viewed Outreach 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 Outreach Name.

What's in Outreach?

Marketing Campaign Name

Outreach Updates

+Follow
Change Owner
Change Record Type
Clone
Delete
Edit
Printable View
Sharing
Sharing Hierarchy

Details

Outreach Name
Status
Outreach Description
Owner
Investment Pipeline Checkbox
Investment Pipeline Type

Campaign Metrics

Estimated Invites
Response Percentage
Qualified Prospects
Converted Prospects

ROI Details

Actual Cost
Actual Revenue

Activity

Underlying Activity related to the Campaign

Outreach Members
New Business
Sponsorships
Notes
Files

Networking Campaign Name

Outreach Updates

+Follow
Change Owner
Change Record Type
Clone
Delete
Edit
Printable View
Sharing
Sharing Hierarchy

Details

Outreach Name
Status
Event Type
Outreach Description
Invite Method
Owner
Investment Pipeline Checkbox
Investment Pipeline Type

Event Details

Event Location
Registration URL
Capacity
Event Start Date
Event Start Time
Event End Date

Forecast Details

Estimated Invites
Expected Attendees
Accepted Invites
Estimated Cost
Potential Revenue

ROI Information

Response Percentage
Qualified Prospects
Actual Cost
Actual Revenue
Converted Prospects
Average Revenue Per Prospect
Created By
Last Modified By

Activity

Underlying Activity related to the Networking Event

Outreach Members
Sponsorships
New Business
Notes
Files