Creating a Company Ownership Record
To view all your Company Ownership records or to create new ownerships, search for Company Ownerships in the App Launcher.
The Company Ownerships page displays a list view of all the created company ownership records. Each record has the following fields:
- Internal Investor
- External Investor
- Investment Company
- Ownership Category
- Ownership (%)
- Start Date of Ownership
- End Date of Ownership
- Is Active
To create a company ownership record:
- Click and search for Company Ownerships.
- Click Company Ownerships from the menu or from All Items.
- Click New on the Company Ownerships page. A New Company Ownership window opens.
- Enter the values in the fields. You must enter either an internal company or an external company.
- Specify the proportion of ownership as a percentage. This cannot be zero.
- Review the record and select the Is Active checkbox.
- Click Save.