Adding/removing Contacts, sending welcome emails and more
By Aidee1 author5 articles
Add or delete a ContactThis article goes over how to add a single contact or delete a single contact from your Manager Dashboard.
Bulk Uploading ContactsThis article goes over how to bulk upload contacts into your Manager dashboard.
Sending a Welcome Email to an InvestorThis article explains how to invite a contact or investor to view your profile or create an investor portal account.
Making Changes to an Existing ContactThis article goes over how to edit the details of an existing contact.
Updating A Contacts PermissionsThis article explains how to update an investors account access.