How can we help?

How to Add an Entity - PDF

How to Add an Entity
(Updated 02/12/2018)

Step 1: Click the CRM tab on the left side of the screen. Click Contacts. Click + Add Contact at the top right.


Step 2: Choose “Entity” the Investor Type. Complete the required fields. If you would like to include a responsible party, add the desired responsible party. Click Save.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request