• 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

Email Integration

  • Outlook Integration
    • Sync
      • Synchronize Contacts
      • Synchronize Calendar and Tasks
    • PlugIn
      • Install
      • Add/Edit
        • Contact
        • Deal
        • Task
        • Event
        • Email
        • Document
      • View
        • Contact
        • Deal
        • Portfolio
        • Investor
        • Task
        • Event
        • Email
        • Document
        • Help Desk
      • Search
      • Branch off
  • Gmail Integration
    • Sync
      • Synchronize Contacts
      • Synchronize Calendar
    • PlugIn
      • Install
      • Add/Edit
        • Contact
        • Task
        • Event
        • Email
        • Document
      • View
        • Contact
        • Portfolio
        • Investor
        • Task
        • Event
        • Email
        • Document
        • Help Desk
      • Search
      • Branch off
Help Center /

Search

To search a Contact, Pipeline, Portfolio Company or Investor, follow the below steps:

1. Enter the name in the search box at the top. 


2. Search results can be filtered based on Contacts, Pipeline, Portfolio Company and Investor. Click on Filter icon to choose among the options.


3. Click Search.


4. Search results from all the modules will appear.