How to Add an Additional Investment in DesignAlign: Step-by-Step Guide

How do I add an additional Investment to an Opportunity?

  1. Click on Opportunities in the left-hand pane.
  2. Click on the name of the Opportunity.
  3. Click NEW + in the right-hand pane.
  4. Enter the Section Name.
  5. Select the desired Investment Template.
  6. Click CREATE.

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