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.