When you set up one of these Phundex Predefined Forms for the first time, you will have the choice to add details for a new Company or to select from an existing list of company related forms. If you create a new form, it will be saved on Phundex, allowing you to access it for other Pathways and Tasks without duplication. Once you have completed one or more of these forms, the next time you select this form, you will be able to choose from a dropdown menu of existing Companies with completed deals or create a new Company form. This functionality has been added to all Phundex Predefined Forms to help you streamline work across the platform.
