Overview
The Opportunities tab shows every opportunity connected to people on the email.
Deals
Each deal shows its status (Active, Closed, or On Hold) and name. Click on a deal to see the contacts tied to it and their roles.
Add an email to an opportunity’s timeline
Click on the deal or fundraising opportunity to expand it
Click Add email to timeline
Click Add to confirm
The email is added to the opportunity’s activity timeline, and the button changes to Email linked.
Copy attachments to an opportunity
Click on the deal or fundraising opportunity to expand it
Click Copy attachment to opportunity
The add-in will find all the attachements in the email and list them
Choose a folder for each attachment in the Select folder dropdown, or choose No folder
Note: If you don't have folders you can simply just select which attachments to copy to the deal
Click Upload
Create a new opportunity
Click New opportunity at the bottom of the tab and choose the type: investment opportunity (deal), fundraising opportunity, sales opportunity, or exit opportunity.
To create a new deal:
Choose a pipeline
Choose a stage
Search for the target company or begin by typing the name of the target you want to add and then click on New Company button below the search box
Fill in the details. Name, Deal name, Owner, and Source category are required.
If you created a new target you will fill in the information of the target before the deal information
Choose a role for each CRM contact on the email
A confirmation appears once the deal is created.
For more information, contact support@zapflow.com or reach out to your dedicated Account Executive.