Fine-tune offer access (Allow List, Deny List, Referrals)

In addition to the broader offer status, you can further refine investor access to any offer using lists created in your CRM.

To do so: 

1. Select Offers from the left menu
2. Click into the offer you would like to update, or click Add Offer
3. Choose Access on the left
4. Use the drop-down menus for Allow Lists or Deny Lists to choose from your created lists
   • For more information on creating lists, click here
5. Use the Allow referrals of users who have access checkbox to give investors the option to extend access to users they refer to the platform
6. Use the Allow non-accredited investors checkbox to give access to investors without accreditation status
7. Click Save Changes

If you need to customize what is displayed to different investors: 

1. Select Offers from the left menu
2. Click the menu in the right corner of an offer to Clone Offer
3. In each of the two offers, take the following steps:
   • Make any required edits
   • Choose Access on the left
   • Use the drop-down menu for Allow Lists
   • Select one list of investors on one offer, and a second list on your cloned offer
     • Investors on each list will only see the version of the offer they have been allowed to view
   • Click Save Changes

Previous training: Change offer status and visibility

Next training: Design your offer page