Create an investment board on the CSM Investment Portal

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

Before you begin

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

Procedure

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.