Internal user view of investor transactions within Transaction Management

Overview

Internal users are able to view each investor's transaction within Transaction Management. In the first screen shows all the investors and how many deals are in progress, completed and the total amount of deals interacted with. 

How to view as an internal users, investor transaction within Transaction management 

Firstly, on the main screen press on the hamburger icon and select Transaction management

Secondly, from here you would be able to view each investor, how many deals they have in progress or completed and their total amount of deals. 

Viewing as an Internal user, investor transactions for each deal in Transaction management

Furthermore, once you are on the transaction page and can view all the investors' transaction management screen. You are able to view each investor and their transactions for each deal. This allows you to have a look at the most up-to-date step that the investor is at in each one of the deals. 

How to access Investor view for all their deals 

Once you are on the Investor Transaction page, select the investor which transactions you would like to view. 

Then, you will be able to see each deal that they interacted with, their current step, investment amount, status and when they last updated it.