In this guide, we will walk you through how to use the app and what you can now achieve directly from your phone, whether on the train, bus or even in the air.
Configuration
Users who can benefit from the mobile app: Administrator, Moderator & Investor
Please note that users with the Viewer and Company roles do not yet have access to the full mobile app experience.
How to install the app
The Edda mobile app is available on both iOS and Android.
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Open your mobile browser and go to: mobile.edda.co
- Confirm your region.
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Log in with your Edda credentials.
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Follow the on-screen instructions to add the app to your device (e.g. tap the Share button and select Add to Home Screen).The steps may vary depending on your browser and operating system (iOS, Android, etc.).
Home Screen
Once you’ve successfully logged into the app, you’ll land on the Home screen, which is divided into several sections.
Use the options button next to Edda to switch between Dealflow, Portfolio, and Contacts.
In both Dealflow and Portfolio, you can choose how companies are displayed, either in Card view or List view by clicking on the icons next to the fund or pipeline name.
All modules include a search bar, allowing you to quickly find companies or contacts.
You can create new companies in Dealflow and new contacts in the Contacts module, view and edit profiles, add and read tasks, comments, and notes, access related documents, and more.
Profiles
You can open any Dealflow company, Portfolio company, or Contact profile to view the information displayed in the app.
Each profile includes an Edit button at the top right, allowing you to update the profile details directly from your mobile device.
If there is anything you need further information assistance with? Please contact our support team on the platform, we are always happy to assist.