You can easily create and manage contacts in the Caruso Admin app by following these steps. A contact can be created as a Prospect (no portal login) or as an Active contact with portal access from the start.
Step 1: Create a Contact
In the navigation pane, select Contacts
Click Create contact on the top right
When creating the contact, choose whether they are an advisor, and choose a status:
Prospect: creates the contact without portal access. You can invite them to the portal later or convert them to an account.
Active: creates the contact with portal access straight away and sends them an email invite to set a password. No separate conversion step is needed.
The following details must be added for the contact to be created (and, for prospects, later converted into an account):
Legal first name
Legal last name
Email (must be unique and not already linked to any existing account)
Address
Phone number
Note: Creating a prospect allows for efficient lead management and lays the foundation for investor acquisition.
Step 2: Convert a Prospect to an Account
Existing prospects can still be converted to an account at any time. Conversion is one way and cannot be reversed.
After adding a prospect, select the relevant prospect from the list.
Click the ellipses (...) icon, select Convert to Account, and then click Confirm.
An Account will now be created.
Step 3: Invite an Account to the Investor Portal
Once an account has been created, you can invite the investor to the Investor Portal by sending them an activation email. This email will prompt them to set a password and activate their access.
Select the relevant account from the list
Click the ellipsis (three dots) icon, or go to the sidebar and select Account > Details
Click Send account activation email and confirm
An activation email will then be sent to the email address associated with the account.
Note: Contacts created with the Active status receive their invite automatically when they are created.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.