How can we help?

­čÄČ January 2019 Client Webinar - Launching to Investors

Some takeaways:
- Review portal notifications (02:09)
- Check CRM and placeholder emails (05:05)
- Send "heads up" bulk email (05:48)
- Sign in as an investor (11:11)
- Check integrations (13:35)
- Send investor invitations (14:25)
- Review tips for a stress-free launch (15:30)
- Q&A (18:20)

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