How to Create a CRM Record

Any user other than a Contact can create association-based CRM records.

Accessing the Create Record Page

• From the dashboard, click the + button in the CRM Records section.
• In the left sidebar, click CRM to access the CRM Records page. Then, click Add Record in the top right corner, then Create Record.

General Record Creation Steps

• The basic steps for creating CRM records are the same across different associations.
• If you are creating a record with any association other than an Investment Advisor, or a record that contains multiple associations, additional information is required. (See the Association-Specific Requirements section for more information.)

For each new record:

1. Select which role the record is associated with (e.g., Investment Advisor, Investing Entity, Investor, or Contact) in the Associations section. For records with multiple associations, choose up to two. Valid combinations are: 
   • Investment Advisor and Investor
   • Investing Entity and Investor
   • Investor and Contact
2. Complete the Basic Information section. A Name is required while other fields are optional.
3. Complete other required fields (see the Association-Specific Requirements section for more details).
4. Add optional details as needed, such as:
   • Comments or supporting documents in the Support/Comments section.
   • Additional fields specific to the record type (see below).
5. Click Submit to save the record.
6. Add a comment if desired.
7. Submit the record:
   • To the default reviewer: Click Submit for Review.
   • To a specific reviewer: Click Specify Reviewer, choose a reviewer, then click Submit for Review.
8. The reviewer will receive an email notification, and the record will have a Pending Review status visible on the CRM Records page.

Association-Specific Requirements

Some roles require additional information when records are being created.

Investment Advisor

• No additional fields required.

Investing Entity

• Select the Investment Advisor this entity belongs to.
• Enter a unique Bulk Upload Code of your choosing (avoid using underscores).
• Specify a Functional Currency, if needed.

Investor

• Select the Investing Entity this investor is associated with.
• Enter a unique Bulk Upload Code of your choosing (avoid using underscores).
• Optional fields:
  • Add Wire Instructions.
  • Add Authorized Signatories. (These are contacts with designated privileges for the investor outside of GPportal.)
  • Add a Commitment (also known as a Subscription).
  • Add an Investing Entity by clicking Add Additional Investing Entity.
  • Add Contacts (users who will access the investor portal and view the investor’s documents):
    1. Click Add Contact.
    2. Select which documents to grant access to.
    3. Click Add.
  • To grant portal access:
    • Click Add Contact.
    • Specify the Investing Entity and folders this contact can access. 
    • Click Add.

Contact

• Enter the contact’s name and email address.
• Assign investors this contact should access:
  1. Click Add Investor.
  2. Select the relevant Investing Entity and Investor.
  3. Specify folder access for the Investor.