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. 
  1. Select the Opportunity for which you wish to create an Investment.
  2. Click on NEW + (top right pane).
  3. Enter the Section Name that defines this particular part of the project.
  4. Select the appropriate Investment Template that relates to this Job Section.
  5. Enter any relevant notes specific to this Job Section.
  6. Click CREATE.


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