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.
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact firstname.lastname@example.org.