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Deals Questions

  • How to Create Headers in Single and Multi-Select Fields
  • Edit Contact + Deal Details in the Chrome Extension
  • How to successfully upload Deals via .csv in 4Degrees
  • Why isn't a Company or Deal / List Record getting enriched?
  • Customizing Deal Fields
  • Changing the Stage options in 4Degrees
  • Add and Edit Deals in the Mobile app
  • How to turn a Company into a Deal
  • Do I need to be on the 'right' page to add a Contact or Deal?
  • Sort in Kanban View on the Deal List Page
  • The Kanban View
  • Customizing Kanban view card elements
  • How diligence relationships are identified
  • Can I hide sections of a deal page?
  • Setting up deal list permissions
  • Searching for Deals in the Outlook add-in
  • Adding new deals in the Outlook Add-in
  • Why is some Deal data not included in my export?
  • Adding Deals in the Chrome extension
  • Exporting Deals
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  • Mobile App Questions
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