• 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
  • 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 /

        Create A Deal From Mobile App

        To create a deal from the mobile app, follow the below steps:

        1. As you log in, you see the dashboard. 


        2. Click on the Add sign in the bottom right corner. Click on New Deal.


        3. Update the mandatory details marked with an asterisk and click on the Tick in the top right corner.


         4. Once the deal has been created, you also can view other tabs on the app. 


        5. The created deal can be accessed from the Deal Pipeline menu. The deal is visible on the Deal Pipeline List View page.