Investment Team
Investment Team panel captures details of internal team members associated with the deal. The details included are:
- Name: Name of the member.
- Designation: Designation of the member.
This field will automatically populate.
- Role: Role of the member which includes Deal Originator, Deal Partner, Deal Team Member, and Others.
To modify team member details, follow the below steps:
1. Click on the Add Team Member button in the top right corner.
2. Update the
details, and click the Check(
) button from Actions column to save.
3. To edit a team
member’s details, click on the Edit
icon (
) in the Actions column. Update the details and click on Check
(
) button to save.
4. To delete a
team member’s details, click on the Delete icon (
) in the Actions column. The
delete window is displayed. Click OK
to delete the member details.
