Ideas › How to Convert Ideas into Investments › Use Ideas to Create Multiple Investments

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Use Ideas to Create Multiple Investments

Follow these steps:

  1. Open the idea.
  2. Click Convert.

    The select investment type page appears.

  3. Select the investment type to convert the idea and click Next.

    The create page appears.

  4. Complete the fields on the page.
  5. Save the changes.

    The properties page appears with the "Converted" status.

  6. Repeat Step 3 through Step 6 for creating more investments.