Adding A Contact To A Transaction

This article will show you how to add a Contact to an Investment (Transaction).

Note: Investor Profiles are editable until you submit an investment. Once an Investor Profile is used for a Transaction, you can update certain information inside the Investor Profile. 

1. When you are in a Transaction, click in the Contacts Section.
2. Select + Contact.
3. Under + Contact, select Contact (a related party, such as n officer, director, accountant or lawyer).
4. Fill out the First Name, Last Name, and Email Address of the Contact, and click on Create.
5. Select Contact Type and confirm whether the Contact is either a Primary Contact or Contact. Note: Primary Contacts have full access to the investment, whereas Contacts does not have access to the My Investments tab.
6. Select Permissions to customize what permissions this Contact has in relation to your investment. Make the appropriate selections based on the individual that you are adding, along with your preference of permissions.
   
   
7. Select Info to enter the Job Title of the Contact.
8. Once all sections are completed, click Next on the bottom of this section, marking the completion of adding a Contact to your investment.
   
   
9. You can always click on Delete Contact if you need to remove the Contact. However, if you have submitted your Transaction for review and need to make a change, you can suggest a change. Click here to view the instructions. 

If you need any other assistance, please reach out to support@verivest.com.