How to Create a Due Diligence Record
Navigate to Due Diligence #
Navigate to Due Diligence,
Select the Plus icon from the top right,
Fill Out the Due Diligence Details #
Enter the Details for this Due Diligence, including extensive information about the Company that this Due Diligence is being conducted on,
Lastly, use the Checklist to mark items off as they are completed, or what already has been conducted, (This list can be customised)
When finished, save at the top right.
