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hi hope you are well. How can you edit the label for a datapoint for an investment we are starting to use these . Is this the best place to capture custom information about a potential investment as we have a few standard questions? or should this be in the deal memo?
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You have the option to add it either to the Pipeline or to the Deal Memo, depending on your preference.
1 reply
You have the option to add it either to the Pipeline or to the Deal Memo, depending on your preference.

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