This article will guide you through how to bulk import Contacts into the People section of your portal.
Bulk importing contacts allows you to send emails out to your existing network or list of prospective investors to invite them to view your Offering. Below are the steps that will guide you through the process on how to import Contacts into your portal.
NOTE: This process is only for uploading Contacts that will turn into prospective investors and/or investors.
- In your Manager Portal, click on People.
- Under + People on the top, click on Import.
- Select Browse for your CSV file... to select the appropriate CSV file to upload your Contacts. Click here to download the CSV file.
- Once the CSV file is uploaded, your contacts will automatically load into your People section, and the new Contacts will show up on your page to view. The title of the import file will be present for you as well should you need to make edits to these Contacts, or if you need to add more Contacts. NOTE: You can only edit the name of Contacts in the Eleven portal, but you can make any other edits through the import file.
If you need further assistance, please email support@verivest.com.