Link Contacts to Investor

To link a contact to an investor, follow the below steps:

1. Click on Investors in the main menu.

2. Select an Investor. 

3. Navigate to the Teams tab. Click on the Add Member button in the top right corner.

4. The field will be activated. Click on search () icon to add an existing contact.

The Contacts window is displayed. Search for the contact name. Select the filter on the top left corner. Search results are displayed. Click on a Contact Name to add them as a member.

5. Update the details and click the Check  button from Actions column to save.