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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
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Basic Permissions Descriptions
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Add Task Roles
Add a Task Template
Imports
Import Data to TermSheet
Add Custom Field in Import Mapping
