Janover Connect

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

Manager Platform Guide - What information is stored with my contacts?

You can easily add new contacts from the Contacts section

Manager Platform Guide - How do I add a contact?

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

Manager Platform Guide - How do I edit a contact?

You can delete Contacts from your Contacts list by deactivating them

Manager Platform Guide - How do I delete a contact?

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

Manager Platform Guide -How can I organize my contacts?

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

Manager Platform Guide -How can I create and manage contact groups?

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

Manager Platform Guide - How can I search and filter my list of contacts?

Yasmin Bastos

Contacts

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