Interest has been collected, how do I convert transactions and alert Investors? (TTW, Testing the Waters, Conversion of Transactions, Alerting Investors)

When you have completed collecting interest for an offer, you can act on transactions created during the campaign.

To do so: 

1. Select Transactions from the left menu
2. Use the drop-down menus to filter for the Offer and Type
3. Select Commitment Only from the Type menu
4. Click Select All Transactions 
5. Click Engage Selected 
6. Choose Change Transaction Status
   
   
   
7. Update transaction to Complete status
   
   
   
8. Click Submit
9. Select Offers from the left menu
10. Click into the offer you would like to edit
11. Choose Investor Flow on the left
12. Remove the Commitment Only step by clicking the X
      
13. Click Add an Investment Step
14. Select Payment Method and any other steps required from the list
    
     
15. Click Save Changes
    

For information on how to notify all investors, click here.