Assigning team members to product, strategy, investor or firm

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:

1. Navigating to the "Manage" > "Product" > "Associated Contacts" tab
2. Click the "+" at the right side
   
   
   
3. A pop-up window will allow you to select who you want to add to this Product
4. 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: