Zapflow

When it is time to move a deal to your portfolio, simply

Go to the Deals tab, make sure you’re in Board view.&nbsp;

Click on the three vertical dots at the end of the deal card and click on Portfolio.&nbsp;

&nbsp;Your new holding will now be under the Portfolio tab.&nbsp;

1. Go to the Deals tab, make sure you’re in Board view.&nbsp;
2. Click on the three vertical dots at the end of the deal card and click on Portfolio.&nbsp;
3. Fill in the data for the the holding.
4. Click on "Create".
5. &nbsp;Your new holding will now be under the Portfolio tab.&nbsp;

Moving a deal to portfolio

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