How to update investors ?
Update, Track and Raise
Updating an investor is simply by sending them an email updates that has the valuable information, charts and numbers needed for auditing or tracking.
You can click on new update to send or compose an email/update, you have simple text editor where you can add you text and information and the most important thing is you can import the charts information from other apps you have integrated with.
You can send a test email to check it, also you can save as draft for later reviewing and you can send now to be send to the recipient on your contact or individual or by tags to send to a group. "ie: Potential Investors"
Schedule Update, you can schedule an update to be sent to a specific date/time you will find it on completed tab when it's processed.
Last modified 4mo ago