Adding contacts to your portfolio company is the first step to ensuring the right points of contact can complete your requests. Sometimes multiple users will need to complete an investor request together, so this article walks through how to ensure the right individuals have access to complete your request.
Step One: Navigate to the company you would like to add contacts to and click on the company name.
Step Two: Click Contacts from the inner navigation menu.
Step Three: Click +Add a contact.
Step Four: Enter in the appropriate contact details.
Step Five: Designate the primary contact.
Click the three dots next to the contact name followed by Make primary. Press Save once finished making updates to the contact section.
The changes you made to the contacts associated with a company profile are reflected in your Requests immediately. As soon as the next automatic reminder email is sent, all the new points of contact will be notified.
FAQ
Every point of contact listed will receive each reminder email until the Request is completed.
Any point of contact listed can complete and submit the Request.
To be able to collaborate on a Request and save progress as they go, the company will need to have an account with Visible. More info on inviting companies to their free accounts on Visible can be found here.
When you invite a company to Visible, only the primary point of contact can accept the invite and create their free account (but then they can invite other team members).
Last opened analytics includes actions from any point of contact.
Please let us know if you have additional questions!