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Home > Elements Deals > Outreach on Deals
Outreach on Deals
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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

 

Related

  • 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

 

Related

  • Outreach Members
  • Sponsorships
  • New Business
  • Notes
  • Files

 

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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