Add prospects to your portal via the button on the top righthand side within a fund:
- Open the Invite Prospects Dialog:
- Click on the blue Invite button. From inside an investment product.
- Filling in the Details:
- Email: Type the prospect’s email address in the ‘Email’ field. If you wish to invite multiple prospects, click the ‘Add’ button after entering each email address to include them in the invitation list.
- Name: Populate the First and Last name fields.
- Firm Name: enter the firm name here (this is optional)
- Invitation Reason: provide some reasoning for the invite that will be included in the email.
- Sending the Invites:
- Review the information to make sure it’s correct.
- Click the ‘Send Invites’ button to dispatch the invitations to the prospects. They will receive an access link via the provided email.
- Cancel if Necessary:
- If you decide not to send the invites, click the ‘Cancel’ button to close the dialog without sending the invites.