Alerts
Pipeline
- Configure Deal Scoring
- Getting Started with Pipeline+
- Setting up SSO
- How to Download the Midaxo Mobile App
- Project Permissions
- Add a Group
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
Deal Room/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