HELP CENTER
Getting Started
CRM
Deal Pipeline
Portfolio Company
Investors
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Reports and Analytics
System Administration
Integration
Document Management
Custom Settings
Query Management
Document Management
Investor Portal Process
Organization Setup
Create Organization Manually
Import from Excel
Contact Setup
Create Contact Manually
Import from Excel
Fund Setup
Create Fund Manually
Import from Excel
Link Investors To Fund
Link Contacts To Investors
Folder Setup
Create Folder
Create Sub Folder
Folder Access Rights
Investor Level Access Rights
Fund Level Access Rights
Issue Investor Login
Document Setup
Add Document
Edit Document
Delete Document
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