Co-founders: capture accredited portal registrants and link CRM records
Co-founders: capture accredited portal registrants and link CRM records
Co-founders miss accredited registrants from form submissions, causing delayed investor onboarding and lost engagement. Each registrant gets a portal invite and linked CRM record for prompt follow-up.
Overview
When accredited registrants slip through form inboxes, investor onboarding stalls and engagement cools. This workflow captures every accredited sign-up, creates or updates CRM contacts, and issues portal invites so sales and investor-relations can follow up promptly. The result is faster handoffs, zero missed follow-ups, and cleaner onboarding records.
Notable Features
- Add registrants to CRM records
- Send portal invites to registrants
- Attach portal accounts to contacts