In Salentica Deals, an Investment Opportunity is the 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 go to Menu > Investment Pipeline > Investment Opportunites. You will see a list of Investment Opportunities - Investment Pipeline, which is filtered to show Deals related records, 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? 

Action Menu Includes

• Close as Won
• Close as Lost

 

Pipeline Phases

 

These phases should be completed prior to marking the Investment Opportunity as Close as Won or Close as Lost. 

 

Investment Opportunity Menu

• Summary
• Due Diligence
• Documents
• Administrative
• Related

 

Summary

• Primary Contact
• Secondary Contact
• Investment
• Strategic Fit

 

Investment Forecast Details

• Projected Investment
• Est. Revenue
• Est. Close Date
• Opportunity Warmth
• Probability of Investment

 

Investment Details

• Investment Date
• Actual Investment

 

Time/Expense

• Expenses (YTD) 🔑
• Time - Hour (YTD) 🔑
• Average Cost Per Hour (YTD) 🔑
• Expenses (Overall) 🔑
• Time - Hour (Overall) 🔑
• Average Cost Per Hour (Overall) 🔑

 

Summary

• Summary description of the Investment Opportunity

 

Last InTouch

 

• Last Email 🔑
• Last Conversation 🔑

 

Next InTouch

 

• Next Email
• Next Conversatiion

 

Opportunity Service

 

• InTouch Service Level

 

Referral Details

• Referral Source
• Referred By
• Other

Activities Plus

• Underlying Activities

Time/Expense

• Underlying Activities that count toward Time/Expense

Due Diligence

Allows tracking of key documents and data points in reference to this Company. Includes categories for:

• Legal
• Wealth Management
• Compliance
• Direct Investment

 

Documents

• Collaborate and share files with SharePoint

 

Administrative

• Records Details
  • Created On 🔑
  • Created By 🔑
  • Last Touch Date
  • Modified On 🔑
  • Modified By 🔑
  • Last Touch Type
  • Record Owner
  • Currency
  • Qualify Start
  • Qualify End
  • Days in Qualify 🔑
  • Discovery Start
  • Discovery End
  • Days in Discovery 🔑
  • Propose Start
  • Propose End
  • Days in Propose 🔑
  • Close Start
  • Days in Close
  • Overall Days Open 🔑

 

🔑 - Field is calculated, cannot be updated manually.

 

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