Summary

Cloning a Target
Using the Cloning feature is a true timesaver.  Data such as documents, issues, risks, team members, etc. are copied into the new Target.   To clone a T...
Tue, Dec 27, 2022 at 11:02 AM
How Does the "Copy to Program" Feature Work?
While working in a Target, users can copy Target data into a Program.  The below Target data gets copied into a Program and the Target is available for co...
Fri, Jul 21, 2023 at 11:02 AM
How is the Gate Approval Field Used in the Deal Summary Section?
Gate Approval defines the “approval” process required before a Target can enter a phase. The “Gate Approval” picklist items/drop-down menu is the default ch...
Mon, Oct 3, 2022 at 12:32 PM
How Do I Restrict Pipeline Visibility Using the Business Unit Field?
This article explains what Business Units are, how to create them, and a practical use case. The Business Unit field is used for reporting and grouping ...
Tue, Aug 31, 2021 at 2:35 PM
Is the US State Field Dependent on the Country Field?
Yes, when entering address-related data into the Target Detail page, please note that in order to display the State picklist, the Country field must be set ...
Thu, Aug 19, 2021 at 10:33 AM
What is the Difference Between 'Target Valuation' and 'Valuation?'
When gathering intelligence about the possibility of acquiring a Target, there are many parameters that are captured on the Summary/Target Detail Page.  Tar...
Fri, Apr 22, 2022 at 10:34 PM