How to Add a New Deal

Last Updated: Nov 22, 2016 01:20PM MST

Overview

 

Learn how to create a new deal in order to track your potential and existing investment opportunities.

Follow the instructions below, or check out
this video for a 2-minute walkthrough.

 

Steps

 
  1. In AIM, click the 'Investing' tab at the top of the screen in the menu bar





     
  2. On the Investing page click ‘Add Investment Opportunity’




     
  3. Under "New Investment Opportunity" fill out Deal Name, Pipeline Stage, and any additional information.

    A. Click 'Save and Close'  to see the updated board with your new deal.

    ‚ÄčB. Click ‘Save and Go to’ to view the detailed information on the deal.



       
     
 After you do Option 3A - 'Save and Close'- you would see the below screenshot


       



       After you do Option 3B - 'Save and Go' - you would see the below screenshot


       




 
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