Once you Add a team member to the platform, you can assign them to an product , strategy, investor or a firm.
When you assign primary internal contacts to a particular investor, all incoming requests coming in from that investor will be automatically assigned to these primary internal contacts.
Here is an example of how to associate contacts with a product:
- Navigating to the "Manage" > "Product" > "Associated Contacts" tab
- Click the "+" at the right side
- A pop-up window will allow you to select who you want to add to this Product
- Suggested: assign them as a primary contact so that they will always receive information requests associated with the product/firm. Investors will not be able to remove the contact when sending out a request.
You can also refer to a short video here: