Create an investment board on the CSM Investment Portal

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create an investment board on the CSM Investment Portal and add the desired customer service project-specific information.

    Antes de Iniciar

    Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)

    Procedimento

    1. Navigate to All > Customer Service > Projects > Investment Portal.
    2. Click New.
    3. Fill in the fields on the Create New pop-up window.
      For more information about these fields, see Create an investment board.
    4. Click Create.
      Once the investment board is created, it opens up in the CSM Investment Portal page.