Warm introduction pathways can be added to your CRM in a few different ways:
Manually Add:
You can manually add a person in the intro path field information for a contact.
This will fill them in on the Introduction Path column, and you can then trigger and email them. The template for this email can be edited by clicking the "Templates & Prompts" Button at the top of the page.
Import From Finta Database:
Every investor in our database has a LinkedIn profile included, so when you prospect from there, you can click the LinkedIn icon and quickly see what mutual connections you might have to this investor to request the introduction from.
Automatically Enriched Contacts:
If you manually add an investor to the CRM page and include their email address, Finta will automatically find their LinkedIn.
AI Research:
If you manually add an investor to the CRM page and don't have their email address, you can ask Aurora to search the web for you when researching the contact.
Finta Networks:
The last way is to use a Finta Network on the Prospects page, to automatically pre-fill the intro pathway for you, based on who shared the connections with you. Finta Networks sync you email connections and sort them by relationship strength. Networks are shareable and help you activate 2nd degree connections across your existing investors, advisors, and team.