Groundbreaker

Discover how to create and manage your investor contacts

Manager Platform Guide - Contacts Overview

You have access to the complete history of interactions with each Contact when you access their Contact page

You can easily add new contacts from the Contacts section

You can keep your contact information up to date when you access the Contacts section

You can delete Contacts from your Contacts list by deactivating them

You can assign tags to your Contacts to make it easier to manage them

You can create groups of Contacts to make it easier to manage them

You have several options for filtering and searching to find the Contacts you want to work with

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