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Creating a Deal

How to create a new deal in the deal pipeline.

Rachel Diaz avatar
Written by Rachel Diaz
Updated over 2 weeks ago

Click Companies > Deal Pipeline in the top navigation.

Click the Create New Deal card to create a new deal (may appear grey or green on your screen).

Click on the Create New Deal card.

Select the company from the drop down. If this is a new company not yet in your portfolio, click + New Company.

Follow the on screen instructions for creating a new deal, then click Create Deal.

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