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Midaxo+

Alerts

  • Midaxo Response to Log4j Vulnerability - December 2021
  • Midaxo+ Launch
  • Project Creation by Members - Unavailable

Pipeline

  • Allowing Emails from Midaxo+
  • Configure Deal Scoring
  • Getting Started with Pipeline+
  • Setting up SSO
  • How to Download the Midaxo Mobile App
  • Project Permissions
See all 19 articles

CRM

  • Log an Email with the Midaxo/Outlook Plug-in
  • Set Up Midaxo/Outlook Plug-In
  • Log an Email on Midaxo
  • Add a Contact
  • Add a Tag to a CRM entry
  • Record Meeting/Call Minutes
See all 7 articles

Deal Room/VDR

  • Add VDR User
  • Move Documents (from one task to another)
  • Upload a document to the VDR

Tasks

  • Download a Document (Deal+)
  • Upload Task Documents (Deal+)
  • Getting Started with Deal+
  • Task Permissions
  • How do I import my tasks from Excel into Midaxo? (Deal+)
  • Task Overview
See all 7 articles

Slides

  • Export Slides to PowerPoint
  • Adding a Project Table Widget
  • Adding a Project View Widget
  • Create a Slide

User Roles, Groups, and Permissions

  • Add Users
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