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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.

Entity_1.png

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.

Entity_2.png

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