Managing a Contact

In the navigation pane, select Accounts

Use the search or filters to find and select the required account

Create Task – Assign a task related to the account, such as follow-ups, meetings, or required actions

Add Note – Record important information or updates for future reference

Log activity – Record a meeting or call held with the contact. Select Add meeting or Log a call, then enter the details and an optional note

Add Document – Attach relevant files such as contracts, forms, or identification documents

Send Email – Send emails to accounts directly from the Admin App making it simple to keep your investor base informed.

Impersonate – View or operate the system as if you were the investor, useful for troubleshooting or verifying the investor’s portal experience

Assign as adviser – An adviser profile added to an existing account. The presence of an adviser profile is what marks an account as an adviser.

Lock Account – Restrict the account’s access to the Investor Portal. An email notification will be sent to the account holder

Resend Email Confirmation – Send a confirmation email if the investor’s email address has been updated

Activity – View a log of contact activity, notes, and documents. This includes emails and what they did with them, meetings and calls your team logs, and portal activity such as logins and capital raise views. Use the filters to narrow the feed by type, subtype, status, teammate, or date range

Tasks – Create, view, and complete both admin and investor-related tasks

Documents – Store and manage account-related documents

Notes – View and delete notes associated with the account

Investing Entities – View, manage, and add new investing entities linked to the account

Connections – View and add informal relationships with other accounts

Details – View basic personal information such as name and email address