Creating an Account
Start by creating a Prospect. Navigate to Accounts in the navigation pane. Click Create Prospect and input identity and contact details.
The Prospect creation step allows efficient lead management and relationship nurturing. It establishes a robust foundation for successful investor acquisition.
Once a Prospect has been added, convert the Prospect to an Account. Select the relevant Prospect, click the ellipses icon ..., select Convert to Account and click Confirm. An Account will now be created!
Inviting an Account to the Investor Portal
Once an Account has been created, an activation email can be sent to the investors, prompting them to create a password for the Investor Portal.
To send an activation email to an Account, click the ellipses icon ..., or navigate to the Account details tab, select Send account activation email and confirm.
An account activation email will be sent to the email address against the account.
