At its core, FundPortal helps our clients to visualise their investor and prospect universe, manage their workload, and focus their effort where it will be most valuable. To further streamline this, we have released two key enhancements to FundPortal.

Some new features in this latest release include:

Probability ranges

We have added a probability range filter to the deal table. This lets FundPortal clients filter their deals based on the probability they will close, giving them real visibility of their pipeline and letting them accurately drill down into each stage of the funnel.

 

 

 

 

Status ranges

We have also added status ranges for tasks. This lets FundPortal clients filter their tasks according to they urgency they attributed to them, so they can focus on those high-priority tasks and better visualise their real workload.

 

 

 

 

 

Additional new features

• Tasks can now be assigned to admins, as well as portal owners.
• Activities added at a deal level now copy across to the associated contacts and companies.