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Initiating A New investment #
To create a new investment for a client, users with the Add Investment permission navigate to Investment Module, using the all Modules option at the top of your sidebar if you’re already in a Module or by choosing it from the modules displayed to you upon logging into Lenda.
When in the Investment Module, click on the Pool option in the sidebar, once you are there, click on the New Investment button on the top right corner of the page.
Upon clicking the button, a form modal pops in which all required(*) fields need to be filled and submitted.
