How to leave notes on an Investor account

Overview

Internal users have the capability to leave notes on an Investor's account. These notes serve as a convenient space to record additional information not captured within the Investor profile, such as their work phone number, availability hours, and more.

It's important to note that these internal notes are accessible to other internal users and system administrators. However, they remain invisible to the Investors themselves.

This help article covers:

• Accessing an Investor account 

• Adding a note to Investors' account

• Editing a note

• Deleting a note 

How to access the Manage Entrepreneur page

Click the hamburger icon (≡) located at the top left corner of the screen to open the menu. This will reveal a left-hand sidebar menu.

Within the menu select Investors, which can be found under the Manage section. 

Once on the Manage Investors page, click on the name of the Investor to open their profile.

How to add a note to an Investor account 

When you're on the Investor's account page, click the Add Note button positioned on the left side. 

A pop-up will appear, prompting you to input both the title and the body of the note. Simply fill in the required information accordingly.

Once happy with the note, click Save Note to save it to the Investor's profile.

How to edit a note 

Click on the ellipsis (...) on the note and select Edit from the dropdown menu.

A popup will appear, where you can edit the subject line, body, or both as needed. Once happy with the changes, click Save.

How to delete a note 

Click on the ellipsis (...) on the note and select Delete from the dropdown menu.

This will then cause the note to be deleted.