Off Podium Investments

You must have Podium Plus to create an Off Podium Investment

Click on Investments --> Add Off Podium Investment

Fill out the information about the deal

If the Lead already has the deal on Podium, but does not add in distributions, Link it with the existing deal. This will make it so it doesn't show the deal twice on your dashboard.

Click Save. It will appear on your investments page. Click on the Distributions button

Click Add Distribution

Fill out distribution information, Click Save