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    • Step 6: Launch Offering/Platform to Investors
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      Back to home
      1. SynPro Help Center
      2. Leads & Investors
      • Announcements
        • Announcing New Features
        • Platform Updates
      • Self-Service Onboarding
        • Step 1: Login and Platform Setup
        • Step 2: Add/Import Contacts to the Platform
        • Step 3: Build a new Offering
        • Step 4: Code Subscription agreements for e-signatures
        • Step 5: Learn the Investor Workflow
        • Step 6: Launch Offering/Platform to Investors
      • Getting Started
        • Setting Up Your Account
        • SynPro Basics
        • FAQs
      • Leads & Investors
        • Leads/Investors
        • Accreditations (contacts)
        • Investments
        • Profiles
        • Document Management
      • Portfolio (Offerings)
        • Offerings Overview
        • Reservations
        • Offering Details
        • eSign Templates
        • Accreditations (offering)
        • Capital Calls
        • Distributions
        • Updates
      • Email
        • Send Mass Email
        • Email Templates
        • Manage Emails
        • Verify Domain
      • Settings
        • General Settings
        • Login/Sign-Up
        • CoSponsors

      Leads & Investors

      Leverage powerful features to drive meaningful relationships with your contacts

      Leads/Investors

      • Easily Switch to Investor View
      • What does the investor funnel look like?
      • Can my investor give access to others or add a second email to their account?
      • How to Use Tags
      • How do I see what my investors see?
      • How to Reset Investor Passwords
      • What Is a Tax Identification Number (TIN)?
      • Creating Custom Views in SponsorCloud CRM
      • How To Bulk Add Tags to Contacts
      See more

      Accreditations (contacts)

      • Verify Accreditation

      Investments

      • How to Use Multiple Contributions
      • 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
      See more

      Profiles

      • IRA Investors Best Practices
      • 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?
      See more

      Document Management

      • How to Bulk Upload K1 Documents
      • What is the difference between the welcome document and offering documents?
      • How to Bulk Upload Documents
      • How to Track K1 Tax Documents
      • Handling K-1 and 1099 Tax Forms
      See more
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      SponsorCloud Product Suite Knowledge Base
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