Author: Alex Melas

As an product manager in GP Launch, a prospect page is a centralized location to manage prospective investors.

Getting to Prospect Page

1. Select Prospects from the menu on top of your screen.

An product manager can view a list of all prospects, including essential information like names, email addresses, activity status, last active date, products interested in, and associated firm names.

Prospect Management Actions

1. Add Prospects: product managers can input new prospects into the system with a click of a button. Click on this article to learn more.
2. Export List: This function allows you to download the list of prospects.
3. Edit Prospect Details: By clicking on actions within an associated prospect row, you are able to edit the following prospect details:
   • Name
   • Email
   • Firm Name
   • Products
   • Status
4. Assign Products: Product managers can see what products the prospect is associated with.
5. Status: View if a prospect is Active or Inactive. Inactive prospects have no access to any products or material posted to portal.
6. Track Engagement: You can view and analyze when a prospect was last active in the portal.
7. Filter and Sort: To manage large numbers of prospects, product managers can filter the list by various criteria:
   • Product
   • Status
   • Name
   • Email
   • Firm Name
   • Most / Least Active

The Documents page on GP Launch assists by providing a secure and organized platform for managing a wide array of documents related to investment products. Here’s a detailed guide to help you navigate and utilize the Documents page effectively.

Overview of the Documents Page

Upon accessing the Documents page, you’ll be presented with an interface showcasing a list of documents and files, each represented with a custom thumbnail image. Each entry is associated with a date, indicating when the document was uploaded or last modified, and a tag showing the number of products related to the document.

Key Features

1. Upload Documents: Add new documents to the portal by using the ‘Upload’ button.
2. Download Documents: To review a document offline or use it in a separate application, you can download the file directly from the portal.
3. Assign Products: This option allows you to link documents to specific investment products or services. You do not need to assign documents to a product if you are not ready for prospects to view.
4. Reupload: If a document needs to be updated or corrected, the reupload function enables product managers to replace the current file with a new version while keeping the document’s history and associations intact.
5. Change Cover Image: Product managers can customize the thumbnail image for a document to make it more recognizable or relevant to the content.
6. Move: To maintain organization, you can move documents between folders or to different locations within the portal.
7. Rename: This function allows the product managers to change the file name for clarity or to follow a specific naming convention.
8. Watermark: This function allows you to apply to reset watermark set by your company to the document.
9. Archive: For documents that are no longer actively needed but must be retained for record-keeping, the archive feature helps in de-cluttering the active document list.
10. Sort and Filter: To manage a large repository, product managers can sort documents:
    • Name
    • Uploaded date
    • Updated date
    • File Type
11. Folder Management: You can create new folders with the create folder button.

Canceling an Upload

1. If you need to cancel an upload, click the Cancel button before confirming the upload.
2. You will be returned to the Documents section without adding a new file.

To access the settings select the gear in the top righthand corner. You will be able to customize the website to your liking from inside this area. Including the information, images/branding, documents and watermarks.

Options

1. Information: Inside the information you can change the firm name and headline.
2. Images: You can edit the cover image which is displayed home page and login screen. The light logo which is displayed on the investment products page. Or the dark logo which is displayed on the home page.
3. Documents: From here you can enable or disable the downloads of fund documents.