Requests - For Investors
By Matt and 1 other2 authors32 articles
- How to Pre-Fill Request Responses with Existing Metrics and Properties
- How to customize the Request subject line
- How to Send One-off Request Reminder Emails to Your Companies
- How to Pause a Request
- How to Build a Recurring Request
- How to edit a Request
- How to View and Export Request Responses from Portfolio Companies
- How to Add Portfolio Company Contacts and Send a Request to Multiple Contacts
- Creating one Request for all portfolio companies - even with different KPIs
- How to Reorder Request Blocks
- How to re-open an already submitted Request
- How to change a Request's due date
- How to customize individual Request reminder messages
- How to Generate a Request for Past Periods
- How to find a Request link for sharing
- How to maximize Request response rates from your Portfolio Companies
- How to Check When a Portfolio Company Was Last Notified About a Request
- Requesting Historical and Forecasted data
- How to create a one-time Request
- How to use properties in Requests
- How to Monitor Opens and Bounces for Requests
- How to create a conditional block in a Request
- How to set up pre-Request reminder alerts for you/your team
- How to make a block required in a Request
- How to duplicate a Request
- How to Use AI to Summarize Request Responses from Portfolio Companies
- How to View the Status of a Sent Request
- How to Archive a Request
- How to Close a Request for a Specific Portfolio Company
- How to Use AI Metric File Parsing Blocks in Requests
- How to attach Files to a Request for the Portfolio Company to Download and Re-upload
- How to Sort and Filter Request Responses