Leads & Investors
Leverage powerful features to drive meaningful relationships with your contacts
Leads/Investors
- What does the investor funnel look like?
- Can my investor give access to others or add a second email to their account?
- How do I see what my investors see?
- How to Reset Investor Passwords
- Easily Switch to Investor View
- What Is a Tax Identification Number (TIN)?
- Creating Custom Views in SponsorCloud CRM
- How To Add Tags to Contacts
- How to Use Contact Fields and Custom Views to Build Your Own Lead Pipeline
Accreditations (contacts)
Investments
- How to Use Multiple Contributions
- How to Send Offering-Specific Account Statements to Investors
- Can I accept an investment that is less than my minimum investment amount?
- How do I approve an investment?
- How to archive and Restore an investment?
- Managing Ownership Transfers from Investors on SponsorCloud
- Introducing Tax Reports
Profiles
- IRA Investors Best Practices
- How to Filter Investor Profiles with Incomplete Information
- Change Profile Type of Active Investment
- Simplify the IRA Investment Process by Linking Your ETC Account
- How Investors Can Set up a Self-Directed IRA With Equity Trust
- How to remove a bank account from an investor profile?