This video shows you how to efficiently manage your business relationships in the indueD portfolio.
You'll learn how to:
Navigate the Portfolio: View company details, risk levels, and pending actions.
Use Filters: Refine your list based on risk, screening date, or inactive entities.
Perform Bulk Actions: Run due diligence, enrich data, initiate screening, or remove companies.
Monitor & Tag: Activate monitoring and categorize relationships with tags.
Export Data: Download portfolio data for audits in Excel or CSV format.
Let's get started on unlocking the insights you need!
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