The Contacts page (previously Accounts) is where you manage every person your team deals with: investors, advisers, active portal users, and prospects. This article explains the Contacts page, how to create a contact, and how to onboard a contact, an investing entity, and an application in one guided flow.
About contacts
Each contact is a person. A contact has:
Type: Investor or Advisor
Status: Active (has or can have a portal login) or Prospect (a lead with no portal access)
Last active: when the contact last used the Investor Portal
The Contacts page
In the navigation pane, select Contacts
The list shows the existing contact columns plus Type, Status, and Last active
Filter the list by Type and Tags
The Last active column shows one of three states:
A relative time, such as "3 days ago", for contacts who have signed in to the portal. Hover to see the exact date.
Invited · never signed in for contacts with portal access who have not yet logged in
No login for prospects and contacts without portal access
Note: Saved links to the previous Accounts page continue to work.
Create a contact
On the Contacts page, click Create contact
Choose whether the contact is an advisor. Advisors capture the advisor profile details as part of the form.
Choose the contact's status:
Active: creates the contact with portal access and sends them an email invite to set a password. No separate conversion step is needed.
Prospect: creates a contact with no portal login. You can invite them to the portal later.
Complete the personal details and save
Advisor prospects
An adviser you are courting, with no holdings yet, can be held as a contact with Type = Advisor and Status = Prospect. Use the Type filter to find them for outreach.
The guided intake flow
The guided intake flow walks you from a contact to an investing entity to an application in a single pass, without visiting separate pages. It opens from three places:
Create contact on the Contacts page
Create entity on the Investing Entities page
Create application on a capital raise (the offer is pre-filled)
Steps
Contact: search for an existing contact or create a new one, including the advisor and status choices above
Investing entity: select an existing entity under the contact or create a new one, including entity type, jurisdiction fields, tax details, and related parties
Application: shown when the flow is linked to a capital raise. Enter the fund, capital raise, class, amount, and classification; pre-filled where possible.
Review and confirm: a summary groups everything the flow will create versus link to existing records
Nothing is created until you select Confirm on the review step. On confirmation, the records are created in order and linked, and you are linked through to each created record.
Note: Orders created through the flow are tagged Guided Intake, so you can filter for them in order tables.
Note: If a step fails partway through, the records already created remain in place and the flow resumes from the failed step.
Converting existing prospects
Existing prospects keep the Convert to Account action. Conversion is one way: a prospect becomes Active and gains a portal login, and cannot be reverted to a prospect.
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If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.