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CHODAT INVEST / DEAL JOURNEY

Your deal. One clear step at a time.

Choose your part in the deal and what you want to do. Linh shows you where to go, what to do and who acts next.

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01 / CHODAT INVEST

First, what brings you here?

Not sure? Choose the work you actually do. You can change it later.

This choice changes the guide. Your account, organization and assignments determine what you can do.

Your work map · 71

The catalog includes 57 account roles, 11 additional game perspectives and 3 partner programs. Choosing a perspective does not create an account role.

Help CHODAT improve the guide

Optional. Data covers your chosen role, goal, opened steps and issue types, not case contents or text you enter. For signed-in accounts this is the same analytics preference used by Journey settings. Switching it off stops collection and removes this guide’s usage records for your account or current guest session.

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