Setting up the Opportunity
Opportunities are potential projects for which you will create an Investment Analysis.
1. Click on the Contact associated to your project.
a. Click on NEW + (top right pane).
b. Enter Opportunity name.
i. This is what you want to call the overall name for this project.
ii. You can enter separate Job Section name later.
c. Select Lead Source.
d. Select Initial Interest.
e. Click CREATE.
Related Articles
How do I create an Opportunity?
Click on the Contact associated to your project. 1. Click on NEW + (top right pane). 2. Enter Opportunity name. a. This is what you want to call the overall name for this project. b. You can enter a separate Job Section name later. 3. Select Lead ...
Setting Up Your Profile Information
1. Once you open the program, you will automatically land on the Dashboard page. a. This page will be more important once there are projects loaded into your system. b. Dashboard details will be addressed later. 2. Click on the Settings tab on the ...
How do I add an additional Investment to an Opportunity?
Click on Opportunities in the left-hand pane. Click on the name of the Opportunity. Click NEW + in the right-hand pane. Enter the Section Name. Select the desired Investment Template. Click CREATE.
Pipeline (Plus & Premium only)
The Pipeline module is an interactive view of your Opportunities by their respective Opportunity Stage. You can filter Opportunities displayed on the Pipeline by Opportunities created in the last 30, 60, 90 days or created in a specific year. ...
The Investment Meeting
Phase II – The Investment Analysis Going over the Homework Make sure to proof all of these homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem ...