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Manager Platform Guide - How do I add a contact?
Manager Platform Guide - How do I add a contact?

You can easily add new contacts from the Contacts section

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

Your Contacts are everyone you may contact concerning your deals. This includes active prospects, other potential investors, current investors, and anyone you authorize for access to the Investor Portal.

Go to the Contacts section of the Groundbreaker platform to add your Contacts. Maintaining a robust list of Contacts allow you to take advantage of the full capabilities that Groundbreaker offers.

=> Select Menu from the Home Dashboard

=> Then select Contacts

To add a Contact, click on New Contact located at the top right of the page of the Contacts list.

The page for entering the Contact’s information is displayed.

Although you have additional fields available, the data required to create a Contact is:

  • First name

  • Last name

  • Email address

  • Phone number

Don’t forget to click Save located at the top right of the page.

This person is now added to your list of Contacts, but they do not have access to the portal. Click on Send Portal Invite to generate an email inviting them to access the Investor Portal.

Related Materials

  • Contacts Overview

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

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