Once a deal has been approved and funded, then you can move the deal from the pipeline to the portfolio folder by selecting the Originate Deal button on the top right-hand side of the deal summary page. A pop-up will ask if you are sure you want to change the status to Portfolio and you can select “OK”. The deal can then be accessed from the Portfolio section of the Blooma landing page.
How do you categorize a deal after it has been originated?
