Contact Lists are designed to help Visible users share Investor Updates with groups of contacts.
Step One: Click Contacts at the bottom left side of your screen.
Select contacts towards the bottom left side of your screen.
Step Two: Click the three dots at the top right side of your screen and then click Manage lists.
At the top right side of your screen, click the three dots. Then from the dropdown menu, click Manage lists.
Step Three: Click + Add a list to create a new list.
To create a new list, click + Add a list or edit your existing lists.
Step Four: Name your new list and then click Create contact list.
Provide a name for your contact list and then select Create contact list.
The most popular lists we see created are:
Investors
Potential Investors
Team
Board
Advisors
Most of these lists will help you to communicate with investors or external stakeholders while Team can help you for internal communication purposes.
Please reach out to our team if you have any questions.