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For Managers: Customizing Your Profile

For Managers: Customizing Your Profile

Help articles for adding a track record & detailing your Profile

3 articles
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Written by Lindsay Hodge

Connecting with HubSpot

You can connect HubSpot, one of the largest and most powerful CRM solutions in the world, to your investor portal!
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Written by Lindsay Hodge. Updated over a week ago

Updating your Profile

Managers can make updates to their profile via the manager dashboard.
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Written by Lindsay Hodge. Updated over a week ago

How To Add a Track Record

This is an article that explains how to add a track record to your profile.
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Written by Lindsay Hodge. Updated yesterday