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  5. How do I add a portfolio item to the portfolio funnel?

How do I add a portfolio item to the portfolio funnel?

  1. In the list where you want to add the portfolio item, click on + ADD CARD.
  1. Enter the desired name of the portfolio item and click on Add.
  1. The new portfolio item is now visible in the list and can be placed in the correct position if desired by dragging it upwards.

It is also possible to create multiple portfolio items at once. This can be done by using a list (from Excel or Word) by copying the data and pasting it as described in step 2. After adding, multiple portfolio items will be created in the list.

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