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Getting Started
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FAQs
Frequently Asked Questions
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Deals
Learn more about Deals, List Views, and Deal Level tabs
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Properties
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Tasks
Manage action items by deal or on a company-wide level.
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CRM
Manage relationships with contacts and companies
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Dashboards & Reports
Build reports and dashboards to access account insights.
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Settings
Admin settings house user and account level configurations
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Integrations & Add-ins
Everything you need to know to setup and use TermSheet integrations and add-ins
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