• HELP CENTER

  • Getting Started
  • CRM
  • Deal Pipeline
  • Portfolio Company
  • Investee Company Portal
  • Investors
  • Investor Portal
  • Funds
  • Investee Fund Portal
  • Reports and Analytics
  • Deal Data Room
  • Help Desk
  • Document Management
  • Excel Add-in Integration
  • Email Integration
  • Implementation
  • Custom Settings
  • System Administration

Deal Pipeline

  • Deal Pipeline View
    • Kanban View
    • List View
  • Deal Setup
    • Quickly Create a Deal
    • Create/Edit a Deal
      • Create a Deal
      • Edit a Deal
      • Delete a Deal
      • Duplicate a Deal
    • Create a Deal by Email
    • Create a Deal from Mobile App
    • Create a Deal from Outlook Plugin
    • Create a Deal from PitchDeck
    • Create a Deal through Web Form
    • Import from Excel
    • Export to Excel
  • Prospect
    • Preliminary Screening
    • Detailed Application Form (DAF)
    • LICHFL AMC Input
  • Deal Summary
    • Summary Panels
    • Comments
  • Deal Stage History
  • Team
    • Investment Team
    • External Team
  • Funds/Co-Investors
    • Funds
    • Co-investors
  • Workflow
  • Notes
    • Work Plan
    • Work Done
  • Tasks
    • Task
    • Event
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • External Documents
    • One Drive
  • Reports & Analytics
    • Deal Details (Word)
    • Meeting Report
    • Investment Preferences
    • Pipeline Diversification Analysis
    • Pipeline Stage vs Sector Analysis
    • Deal Resourcing Report
    • Deal Funnel Report
    • Weekly Tracker Report
    • Quarterly Snapshot Report
    • Deal Summary Report
    • Dropped Deal Analysis
  • Excel Add-in







        Help Center /

        Comments Information

        This panel allows you to add any deal-related comments which can be viewed by all team members at any given time.


        Once you have added a comment, it cannot be deleted. It is always displayed in the Comments section. You can also apply the Show filter to see relevant comments.