Assigning a draw workflow to a deal

Using this feature, users with the required permissions can assign the draw workflow to a deal. For more information, see Creating a new deal.

Note: Ensure that full access permission is provided to Deal Management.

• Portfolio Page

• Deal Creation

• Deal Overview

• Deal Details

To assign a draw workflow to a deal, perform the following steps.

1.

On the Portfolio page, click Deal ID or View for the deal that you want to update.

2.

On the left navigation menu, click Settings.

3.

On the Settings page, in the Deal Details section, click Edit.

4.

In the Draw Workflow drop-down, select the required draw workflow.

Make other updates to the deal details as required.

5.

Click Save.

The Settings page is displayed where the changes are successfully updated.