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Hi, I can see a company submitted a form for investment consideration. Where can I grab the information they filled out? Thanks!
1 reply
Hello Karen, typically the information you are looking for would appear on the prospect's "Organization Info" tab. However, we are currently investigating a bug related to this and will update this thread when we have more information. The information has been backfilled, but I am still investigating some issues with custom/user-added questions on the Investment Inquiry form. I do not see any customized questions on your account's form, so this should not be an issue for your account.

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