Support Site
Log in to TermSheet
Go to Customer Portal
Settings
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
Back to home
Support Site
Settings
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
Settings
Admin settings house user and account level configurations
Workspace Configurations
Add or Edit Custom Fields
Manage Deal Dropdown Options
Manage Engagements Dropdowns
Custom Field Actions
Users and Permissions
Add or Edit Roles
Add and Manage Users
Basic Permissions Descriptions
Task Settings
Add Task Roles
Add a Task Template
Imports
Import Data to TermSheet
Add Custom Field in Import Mapping
