All Collections
Deal Rooms
How To Nickname Your Deals
How To Nickname Your Deals

Manage multiple deals with nicknames.

Kevin Siskar avatar
Written by Kevin Siskar
Updated over a week ago

Sometimes you have multiple deal rooms for different investors. In order to keep all your different deals organized, Finta allows you to nickname your deals. With the click of a button, you can nickname your deals from the DEALS page.

Once on the deals page, click the ellipsis "…" button to the right of the edit button. You will see a drop-down with the option to nickname the selected deal room.

Did this answer your question?