Investments
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      1. SynPro Help Center
      2. Leads & Investors
      3. Investments

      How do I approve an investment?

        The best place to manage investment requests is on the "Investors" tab of the offering. To find this page, click on Portfolio and then click on the Offering Name.

        On this page, you can click on the Edit icon under the Action column to make changes to the investment, which includes changing the Status from Pending to Approved. 

        When you change the status from Pending to Approved, the system will send the "Investment Approved" email notification to the investor. Head to Settings and click on User Notifications to customize this email. 





        👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.