Main difference between Account and Investment Opportunities:
Where to find Account and Investment Opportunity?
Accounts:
Under the header Accounts in the navigation pane
Investment Opportunities:
Option 1: under the Related tab within Accounts
Option 2: under the header Investment Opportunities in the navigation pane
Relationship between Account and Investment Opportunity
An Investment Opportunity is part of an Account. Each account (company) can have multiple investment opportunities.
Within an Investment Opportunity, you can navigate to the account of which this opportunity is part.
Where to store communication?
Notes, tasks and emails (deal information, related to the relationship between you as an investor and the company of interest) should be stored under Investment Opportunities.
When logging emails to Venturelytic, select Investment Opportunities:
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