Venturelytic

FAQ 0

Getting Started 16

• Create new investment opportunity
• Create an account and link contacts and investment opportunities
• Create a captable
• Transfer shares
• Provide a loan

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Importing Data 4

• Data import wizard: video example
• How to resolve a failed import
• Data import wizard: basics
• Data import wizard: example

Reporting 4

• Create a new report
• Track and report on key metrics
• Add filters to report
• Create a new key metrics report

Your account 0

Your documents 0

Trial FAQs 0

Shared files 0

Deleted files 0

User Guide 10

• Accounts
• Contacts
• Investment Opportunities
• Sidebar
• List Views

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Admin Manual 12

• Salesforce Resources
• Salesforce Terms
• Administrator and Super User Roles
• Data Model
• Rights

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Email Integrations 0