Before you email investors or introduction paths, you will need to assign your deal to each investor. You can either assign deals one by one or in bulk.
Assigning a Deal to Investors One by One
Verify your activated deal is assigned to the investor by clicking on their profile in the investor CRM. If your deal is not assigned, click the blue "Edit" button.
You can select the activated deal you want to assign to the investor here. Click "Submit" to save changes.
Assigning Deals to Investors in Bulk
Navigate to the investor CRM. Multi-select investors by clicking the checkboxes to the left of each investor's profile. Click "Assign Deal."
