When you need to approve the data submitted by your portfolio companies.
Every time a portfolio company submits data, you will receive an email notification asking you to review and approve. Click the Review button to get started.
Review and approve the submission, by selecting
- The status will change to 'Transacted'.
Incase, you want the portfolio company to modify the submission, send the submission back to draft by selecting. You can also add comments, if required.
If you don't want the assignee to receive an email, deselect the option in the 'Add comments' pop-up.
The assignee will receive an email notification requesting them to modify the submission.
Next Steps: Analyze your metrics.