---
title: Dealflow | Edda Help Center
description: Guides and advice on how to effectively utilise Dealflow and it's features
---

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1. [Edda Help Center](https://help.edda.co/)
2. [Dealflow](https://help.edda.co/dealflow)

# Dealflow

 Guides and advice on how to effectively utilise Dealflow and it's features

- [How to Set Mandatory Rules on Dealflow.](https://help.edda.co/how-to-set-mandatory-rules-on-dealflow)
- [How to delete a user](https://help.edda.co/how-to-delete-a-user)
- [Collect Company Data Using Dealroom](https://help.edda.co/collect-company-data-using-dealroom)
- [Hera.I Email Rejector](https://help.edda.co/hera.i-email-rejector)
- [Hera.I Pitch-deck Reader](https://help.edda.co/hera.i-pitchedeck-reader)
- [Importing your data into Edda Dealflow template](https://help.edda.co/importing-your-data-into-edda-dealflow-template)
- [Hera.I Due Diligence Assistant](https://help.edda.co/hera.i-due-diligence)
- [How to move companies through stages](https://help.edda.co/how-to-move-companies-through-stages)
- [📊 Dealflow Company Metrics](https://help.edda.co/dealflow-company-metrics)

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## Administration

- [Configuring your Dealflow workflow plan](https://help.edda.co/configuring-your-workflow-plan-edda-help-center)
- [Pipeline Configuration](https://help.edda.co/how-to-manage-pipelines-in-dealflow)
- [Edda User Management](https://help.edda.co/edda-user-management)
- [Re-order fields on company profile](https://help.edda.co/re-order-fields-on-company-profile)
- [Form Builder](https://help.edda.co/form-builder)

## Company Profiles

- [Overview of company profiles in dealflow](https://help.edda.co/overview-of-company-profiles-in-dealflow-edda-help-center)
- [Dealflow Company Media Overview](https://help.edda.co/media-tab-overview)
- [Dealflow Company Scoring](https://help.edda.co/dealflow-company-scoring)

## How To's

- [Exporting in Dealflow](https://help.edda.co/exporting-in-dealflow-edda-help-center)
- [Dealflow Data Import](https://help.edda.co/pre-requisites-and-must-knows-before-importing-data)
- [How to share potential investments with non-Edda users](https://help.edda.co/how-to-share-potential-investments-with-non-edda-users)
- [How to transfer a company to another pipeline](https://help.edda.co/how-to-transfer-a-company-to-another-pipeline)
- [Moving a company from dealflow to portfolio](https://help.edda.co/moving-a-company-from-dealflow-to-portfolio)
- [How to handle multiple submissions](https://help.edda.co/how-to-handle-multiple-submissions)
- [Edda Direct Email Integration](https://help.edda.co/edda-mails-how-does-it-work)
- [How to delete companies from your pipeline](https://help.edda.co/how-to-delete-companies-from-your-pipeline)
- [How to customise list items throughout Edda](https://help.edda.co/how-to-customise-list-items-throughout-edda)
- [How to secure your Edda account with 2FA](https://help.edda.co/how-to-secure-your-edda-account-with-2fa)

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## Features

- [Forward to Edda - Basic and HERA.I Features](https://help.edda.co/forward-emails-to-edda)
- [Dealflow Tasks, Task Center and Task Templates](https://help.edda.co/dealflow-tasks-task-center-and-task-templates)
- [Dealflow Review](https://help.edda.co/dealflow-review)
- [Dealflow Reports](https://help.edda.co/funnel-view)
- [Dealflow Table view](https://help.edda.co/dealflow-table-view)
- [Comments in Dealflow](https://help.edda.co/comments-in-dealflow)

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- [Dealflow](https://help.edda.co/dealflow#main-content)

    - [Administration](https://help.edda.co/dealflow#administration)
    - [Company Profiles](https://help.edda.co/dealflow#company-profiles)
    - [How To's](https://help.edda.co/dealflow#how-tos)
    - [Features](https://help.edda.co/dealflow#features)
- [Portfolio Management](https://help.edda.co/portfolio-management#main-content)

    - [Company Profiles](https://help.edda.co/portfolio-management#company-profiles)
    - [Operations](https://help.edda.co/portfolio-management#operations)
    - [Fund Management](https://help.edda.co/portfolio-management#fund-management)
    - [Graphs and Data Visualization](https://help.edda.co/portfolio-management#graphs-and-data-visualization)
- [Document Center](https://help.edda.co/document-center)
- [Integrations](https://help.edda.co/integrations)
- [Contact](https://help.edda.co/contact)
- [Administration](https://help.edda.co/administration)
- [LP's portal](https://help.edda.co/lps-portal)
- [General](https://help.edda.co/general)
- [Use cases](https://help.edda.co/use-cases)

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