Create an investment board on the CSM Investment Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create an investment board on the CSM Investment Portal and add the desired customer service project-specific information.

    Before you begin

    Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)

    Procedure

    1. Navigate to All > Customer Service > Projects > Investment Portal.
    2. Click New.
    3. Fill in the fields on the Create New pop-up window.
      For more information about these fields, see Create an investment board.
    4. Click Create.
      Once the investment board is created, it opens up in the CSM Investment Portal page.