Opportunities are where you organize and track potential new engagements / companies you are pitching.

 

You can access Opportunities from the sidebar.




Create an Opportunity


 

There are two ways to create a Workspace:

  1. Using the "Create New" button in the top bar
  2. Using the "+" button in the main pane of the Opportunities page


SET UP YOUR NEW OPPORTUNITY



On the Add Opportuntiy page, you will see fields for:

  1. Client Firm
  2. Project Name
  3. Tier
  4. Owners
  5. Transaction Types
  6. Client Stage
  7. Client Industry
  8. Description
  9. Status
  10. Estimated Fees
  11. Any custom fields that you may create for Opportunities


Once you have filled out these fields, click the Save button.  The Opportunity will load in the main pane and a new Opportunity will appear in the sidebar.


INVITE YOUR DEAL TEAM


Once you have created an Opportunity, you will want to invite your deal team members to the Opportunity so that they can easily access and contribute to the project.

 

To add a colleague to your deal team, go to the Opportuntiy and click the pencil button on the Deal Team tile. Enter your colleague's email address or Name and select your colleague from the drop-down menu or click "Invite."




Target List / Buyers List


Within a Deal, the Target List is where you and your team will manage and track all of your interactions with potential targets, buyers or investors.




CREATING AND EDITING POINTS OF CONTACT FOR AN OPPORTUNTIY

The Key Contact section, pictured below, shows the individual contacts that you are engaging with for the Opportuntiy.

To add contacts as points of contact for an Opportunity:

  1. Click the "edit" link next to the "Key Contacts" title.
  2. Begin typing the contacts name or email address
  3. Select the contact from the autocomplete or click "Create New Contact"


To remove contacts from the key contacts section of an Opportunity:

  1. Click the "edit" link next to the "Key Contacts" title.
  2. Click on the "X" next to the contact you wish to remove

To edit a contact from the key contacts section of an Opportunity:
  1. Click the "edit" link next to the "Key Contacts" title.
  2. Click on the pencil button next to the contact you wish to edit
  3. Edit the contact fields
  4. Scroll down and click "Save"

LOGGING AN ACTIVITY TO AN OPPORTUNITY



To log an activity to an Opportunity:

  1. Click the "+" button next to the "Activity Log" title
  2. Select an activity from the resulting popup window
  3. Provide additional details for the activity
  4. Click "Save Activity"

MAKING A COMMENT ON AN OPPORTUNITY


Comments are a great way to record additional details and feedback with respect to an Opportunity.  To create a comment, click into the comment field, type your comment and click "Add."