General (8)

What are the triggers for each stage of the Investor Journey? (Investor Activity, Offer Statistics, Engagement)

Modified on Tue, Sep 5, 2023 at 12:37 PM
Can I export or download user activity info? (Investor Journey, List, CRM)

Modified on Wed, Jul 2 at 3:56 PM
How can investors invite others to use the platform? (Affiliate Links, Referrals, Invite Accounts)

Modified on Wed, Dec 14, 2022 at 2:29 PM
How can I make sure all users in an account are receiving email notifications? (Custom Settings, Email Templates, User Lists)

Modified on Mon, Sep 23, 2024 at 3:16 PM
Can I allow my investors to share links to offers? (Sharing Offers, Social Media, Referrals)

Modified on Thu, Mar 10, 2022 at 12:24 PM
How can I download platform referral data? (Invite Others, Track Referrals)

Modified on Thu, Mar 10, 2022 at 11:59 AM
How can I see user login attempts? (Login Issues, User Access, Review Activity)

Modified on Thu, Mar 10, 2022 at 12:29 PM
What is shown on the Platform Dashboard? (Platform at a Glance, Active Accounts, Offer Engagement, Number of Investors, Total Raised)

Modified on Thu, Mar 10, 2022 at 1:45 PM