How to create and leverage opportunities in Affinity
What is an opportunity?
While there are people and organization contacts in Affinity, opportunity contacts are special hybrids that can hold any number of specific people and/or organizations for a particular purpose. The screenshot below shows an example of a "Limited Partners" opportunity-type list that supports a combination of specific people and/or organization contacts.
Opportunities are particularly useful for enterprise sales teams and VC firms that commonly invest in the same company across multiple rounds and/or for different purposes. For example, the opportunity names can be "Company A - Series A", "Company A - Series B", "Company A - Series C", etc.
How do I create an opportunity?
To start creating opportunities, you’ll first need to create a new opportunity list (see Create a new list (Build from scratch)). Once you have done so, there are three different ways to create an opportunity:
- Click + Create new
- Click the blue "+" button in an opportunity list
- Click the "+" icon on a contact's profile page
How to leverage opportunity lists
- Track multiple opportunities tied to an organization
- Track the communication history with the specific stakeholders for each individual opportunity associated with an organization. - Track communication with stakeholders at large organizations
- While an organization’s contact page will show the entire history of communication between individuals at your firm and the organization, opportunities will help you easily access and track the communication history with the specific individuals associated with the opportunity. - Track of the value and amount of a deal
- See which team member is the point of contact for the opportunity and where it is in your pipeline using the default Status field. NOTE: Win probabilities for the Status column are only available in opportunity-type lists. Win probabilities come in handy when leveraging the Forecast Report.
Along with these default fields, you can create custom fields with any other information that is crucial to your firm’s pipeline. Below is a screenshot with sample data to show what an opportunity list might look like:
