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

You can keep your contact information up to date when you access 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.

To update your Contacts:

=> Select Menu from the Home Dashboard

=> Select Contacts

=> Click on the Contact’s name

The overview for the Contact shows the existing information and from here you select Settings.

The contact’s page, populated with the existing values, is displayed.

You are able to revise the information as needed. From here, you also have the ability to deactivate the contact (account) if you no longer want to include the contact in your list of contacts or allow them to access the Investor Portal.

Click Save at the bottom of the page to retain your changes.

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