How do I delete an Investment?
- Click on Investments in the left-hand pane.
- Click on the Investment name.
- Click the 3 green dot
menu icon.
- Click on Delete Investment.
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How do I modify the Investment Template?
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How do I add an additional Investment to an Opportunity?
Click on Opportunities in the left-hand pane. Click on the name of the Opportunity. Click NEW + in the right-hand pane. Enter the Section Name. Select the desired Investment Template. Click CREATE.