Getting Started 6

• Basics of Devensoft M&A
• Introduction to Devensoft M&A - Transact (Target)
• Overview of Targets
• How Do I Add or Edit a Target?
• Why is the 'Deal Lead' Field Required?

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Summary 6

• Cloning a Target
• How Does the "Copy to Program" Feature Work?
• How is the Gate Approval Field Used in the Deal Summary Section?
• How Do I Restrict Pipeline Visibility Using the Business Unit Field?
• Is the US State Field Dependent on the Country Field?

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Notes 2

• Adding Notes to Targets
• Deleting Notes from Targets

Documents 9

• About Target Documents
• Editing a Document
• Modifying Document Revisions
• Deleting a Document
• Creating Folders in Targets

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Activity Map 6

• About the Activity Map
• Activity Map Features Overview
• Filtering Within a Target
• Bulk Edit Feature
• Using the Gantt Chart

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Exporting Data 1

• Exporting Data From A Target

Importing Data 3

• Importing a Target Playbook
• Importing Targets the First Time
• Target Import Checklist

NDA 1

• NDA Lifecycle

Financials 5

• [HowTo] Create a Financial
• [HowTo] Edit a Financial
• [HowTo] Export a Financial
• Where Do I Change Currencies?
• How Do I Import Financials?

Projects 3

• About Projects
• Filtering a Project
• Deleting a Project from a Target

Workstreams 3

• Creating a Workstream in a Target
• Deleting a Workstream
• Filtering a Workstream

Milestones 3

• Creating a Milestone
• Deleting a Milestone
• About Milestones

Tasks 2

• Copying Planned Dates to Forecast Dates
• Creating Tasks in Targets

SubTasks 1

• Creating SubTasks in Targets

Issues 2

• Exporting Issues
• Importing Issues

Risks 4

• [HowTo] Create a Risk in Programs and Targets
• Exporting Risks
• Importing Risks
• How is Probability Calculated Within a Risk?

Findings 1

• Creating and Editing a Finding

Stream 2

• Why Doesn't My Email Appear in Stream?
• How Do I Share an Activity Stream Email?

Score Ranking 1

• Score Ranking Overview

Team 2

• Why Do I Need to Link Team Members?
• How Do I Remove a Person from a Target?

General 1

• [HowTo] Link Additional Phases to a Target

To-Do's 1

• To-Do's - Creating, Managing and Responding