📄️ Search and view investor
The ‘Search investor’ button is available on every page. This is the fastest way to search for an investor.
📄️ Add a new investor – Base case (email does not exist)
There are two possibilities how to add a missing investor.
📄️ Add a new Investor – Special case (email already exists)
We are now looking at the special case when you try to add an email that already exists on the platform. There
📄️ Add ‘non-schedulR’ meetings & notes to your IRM
While all interactions organized via schedulR are automatically added to your IRM, non-schedulR interactions,
📄️ Modify Interaction Notes (schedulR and manual generated)
The easiest way to modify interaction notes is via ‘IRM’.
📄️ Add Meeting notes to schedulR events/interactions via schedule
For events that are organized via schedulR you can also add the notes via the respective schedule, i.e. via
📄️ Delete Interaction Notes
Deleting Interaction Notes should be a rather rare event, but it is still possible. Deleting Interaction Notes is