Add ‘non-schedulR’ meetings & notes to your IRM

While all interactions organized via schedulR are automatically added to your IRM, non-schedulR interactions,
e.g. broker sponsored roadshows, events organized by other third-party providers, need to be manually added
to the platform.

Figure 3.10 – Add non-schedulR meetings & notes- Initiate process

In case the investor with whom you want to log an interaction is not on the platform yet, you can add him/her
from the following screen, and once you have added the investor you will also end up on this screen again.
However, the underlying process is the same as described in section Add a new investor – Base case (email does not exist)

Figure 3.11 – Add non-schedulR meetings & notes - Workflow

Figure 3.12 – Add non-schedulR meetings & notes