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Leads Table

  • Rearrange the table by clicking on the window pane icon in the top left-hand corner
  • Run reports based on investor engagement using the blue ‘Reports’ button in the top right-hand corner
  • Personal Outreach can be sent using the email selected or email all button in the top right corner (1000 send limit per day)
  • Follow-Up Marketing Blast Outreach can be sent using the Send Outreach button. Blasts will be sent to either all selected or the entire filtered table in the event none are selected.
  • Updating Data Room Access/Tier Levels/Personalized Links can be accomplished by clicking on a contact and selecting manage confidential access. This can be done in bulk by selecting multiple contacts and pressing edit contacts at the top of the screen.