• 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 /

Contact

To view or modify an existing contact, follow the below steps:

1. Choose a contact from the dropdown.

2. The [Contact Name] window is displayed with complete data pertaining to the contact.

3. Click on Comments button to capture any contact related comments.

4. Click on Edit button to make changes to the contact.