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Adding and Deleting Commitments to a Deal

This article describes how to add an investor's commitment to a deal.

Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

Click Companies > Deal Pipeline in the top navigation.

Navigate to the deal stage the deal is currently in.

Click Investment Information on the deal card.

If your deal pipeline is in a list view, click Deal Info on the right.

In the Commitments section, select the investor who is making the commitment, enter the amount, and click Add Commitment. The commitment will be populated on the left.

To delete a commitment, click Delete to the right of the commitment.

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