Teams

This panel allows you to view Team Member details of Investment and External Team. 

Investment Team

Investment Team panel captures details of internal team members associated with the portfolio. The details included are:

• Name: Name of the member.
• Designation: Designation of the member. 
• Role: Role of the member which includes Deal Originator, Deal Partner, Deal Team Member, and Others.
• Director: The checkbox is checked if the member is a Director. 
• Email: The checkbox is checked if the email must be sent to a member.

External Team

External Team panel captures details of external members associated with the deal. The details included are:

• Name: Name of the member from the Contacts Module.
• Organization Name: Name of the organization from Contacts Module.
• Role: Role of the member which includes Directors, Bankers, Auditors, Advisors, and Others.
• Email: The checkbox is checked if the email must be sent to a member.