How to re-open and duplicate an existing Deal Memo?
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Community Member
• Go to Dealflow > Deals > Deal Memos.
• Select the Deal Memo you would like to duplicate (it needs to be a closed Deal Memo) and click the "Copy to New Memo" button in the top right corner (under Overall Score).
• You will be asked what type of investment that is and afterward the chosen Deal Memo will be duplicated with all the data.
Here is an Arcade Video tutorial with the answer: https://app.arcade.software/share/PGveoWIsCrVpX2ZsQBTf
1 reply
Community Member
- Go to Dealflow > Deals > Deal Memos.
- Select the Deal Memo you would like to duplicate (it needs to be a closed Deal Memo) and click the "Copy to New Memo" button in the top right corner (under Overall Score).
- You will be asked what type of investment that is and afterward the chosen Deal Memo will be duplicated with all the data.
Here is an Arcade Video tutorial with the answer: https://app.arcade.software/share/PGveoWIsCrVpX2ZsQBTf
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