2. Click on Add Deal Pipeline button () in the top right corner.

3. The Deal Information window is displayed. Update all the mandatory fields marked with an asterisk and click Save.

4. Once the Deal has been created, you will see different tabs here: Additional Information, Teams, Funds/Co-Investors, Workflow, Notes, and More Information. Fill in all the details by navigating to the respective tabs.

5. The created deal can be accessed from the Deal Pipeline Menu. The deal is visible on the Deal Pipeline List View page.