General (4)

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 Fri, Feb 25, 2022 at 1:08 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 at 3:16 PM