What is An Opportunity?
Opportunity objects in Affinity help you track your business opportunities.
This feature is particularly useful for people doing enterprise sales or VCs that commonly invest in the same company across multiple rounds of investment.
Why should I use Opps?
Track multiple opportunities tied to an organization
With opportunities you can track the communication history with the specific stakeholders for each individual opportunity associated with an organization.
Track communication with stakeholders at large organizations
Track the communication history with specific people at a large organization. An organization’s contact page will show the entire history of communication between individuals at your firm and the organization. Whereas, Opportunities allows you easily access and track the communication history with just the individuals associated with the opportunity.
To get started with Opportunities you’ll first need to create a new opportunity list. Affinity thinks of everything in terms of either People, Companies, or Opportunities so to start using Opportunities you’ll need to make sure you have an opportunity based list created in the first place.
An opportunity can be associated with a company or person. You can also have multiple opportunities with same company or person.
You can also use opportunity objects to keep track of the value of a deal, who’s owning the opportunity in your organization, and where it is in your pipeline using Affinity’s ‘status’ field.
Along with these default fields you can create custom fields with any other information that is crucial to your firm’s pipeline like level of risk, etc. With opportunities you can now have all the data associated with a specific business opportunity in one place.