Post Install Steps

Created by Venturelytic Team, Modified on Wed, 5 Jun at 12:47 PM by Venturelytic Team

The following configuration should be executed after the newest version has been pushed to your environment:


  • Add the new field ‘Role’ to the ‘Investment Meeting Attendee’ page layout

  • Add the new field ‘Meeting Date’ to the ‘Investment Meeting Attendee’ related list on the object ‘Contact’

  • Add the new field ‘Meeting Date’ to the ‘Investment Meeting Case’ related list on the objects ‘Investment Opportunity’ & ‘Investment Monitoring’

  • Add the status ‘Exit Preparation’ to the statuses on the investment monitoring




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article