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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.
Pipeline (Plus & Premium only)
The Pipeline module is an interactive view of your Opportunities by their respective Opportunity Stage. You can filter Opportunities displayed on the Pipeline by Opportunities created in the last 30, 60, 90 days or created in a specific year. ...
How do I locate the Homework documents?
Click Opportunities from the left-hand pane. Click on the Opportunity name. Click on attachments on the bottom center pane. Click on NEW + from the right-hand pane. Select Opportunity Forms from the Type dropdown. Select the desired Homework ...
Setting up the Opportunity
Opportunities are potential projects for which you will create an Investment Analysis. 1. Click on the Contact associated to your project. a. Click on NEW + (top right pane). b. Enter Opportunity name. i. This is what you want to call the overall ...
Importing Homework for the Project
Click on Opportunities on the left-hand pane. Click on the relevant Opportunity. Click on the attachments link at the bottom of the center pane. Click BROWSE… next to “Upload your Floor Plan” to save the floor plan to this Opportunity. Click Drop or ...