Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
New Opportunities are typically added to your Capital Raise when an investor clicks the Soft Commitment button or Invest Now button on your Capital Raise's Offering Page.
However, there may be times when you need to manually add the Opportunity to a Capital Raise after speaking or communicating with an Investor.
TIP: This Article will demonstrate 2 methods you can use to create an Opportunity page:
OPTION 1: Add the Opportunity from the Contact Section
Step-by-Step Instructions:
STEP 1: Go to the Contacts in the Portals Main Menu and click on the specific Investor's Contact.
NOTE: The investor must have a Contact set up. If there is no Contact for this Investor, use this article to set one up: Create a Contact and an Account
STEP 2: On the right side of the Contact screen, click the + sign by the Opportunities ^:
STEP 3: Complete the New Opportunity popup form:
Add the Name of the Opportunity. This is typically the Investor's name.
Select the Capital Raise name from the Capital Raise drop-down.
Add the investment amount to the Expected Amount.
Click Create Opportunity
NOTE: This will create a Soft Commitment under the Opportunities tab for this Capital Raise.
STEP 4: InvestNext will display the new Opportunity for the Investor in the Capital Raise under the Opportunities tab for that Capital Raise:
Video Demonstration:
OPTION 2: Add the Opportunity while in the Opportunity Section
Step-by-Step Instructions:
STEP 1: Go to the Capital Raises in the Portal's Main Menu and click on the Capital Raise this opportunity is for and finally click the Opportunities tab.
STEP 2: On the right side of the Opportunities screen, click the + New Opportunity button:
STEP 3: Complete the New Opportunity form:
Add the Name of the opportunity. This is typically the Investor's name.
Select the Contact to be associated with the Opportunity in the Choose a Primary Contact field.
Add the investment amount to the Expected Amount.
Click Create Opportunity.
NOTE: This will create a Soft Commitment under the Opportunity tab for that Capital Raise.
STEP 4: Review the Opportunity under the Opportunity tab for that Capital Raise.
Video Demonstration:
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