How do I create an Investment?
How do I create an Investment?
To create a new Investment, you'll need to have already created the Opportunity.
Select the
Opportunity
for which you wish to create an Investment.
Click on
NEW +
(top right pane).
Enter the
Section Name
that defines this particular part of the project.
Select the appropriate
Investment Template
that relates to this Job Section.
Enter any relevant notes specific to this Job Section.
Click
CREATE
.