How Do I Update Many Investors at Once?

Select investors on the Investors page, then use Selection Actions.

Steps

1. Go to Investors. Filter the list if you want.
2. Check the box next to each investor, or select all matching investors.
3. Open Selection Actions and choose an action:
   • Add Tags or Remove Tags
   • Set Status
   • Assign Team or Remove From Team
   • Invite To Portal
   • Export Selection
4. Fill in the choices and confirm.

You see how many contacts were updated.

Act on one investor

Each row also has an Actions menu with the same options for that investor, plus Export Investor.

Invite To Portal

This emails a portal invitation to selected contacts who have an email, have an investing account, and have no login yet. Check Let them invest from these accounts to allow investing. Leave it unchecked for view-only access. Click Send Invitations.

People are skipped with a reason: No Email Address, No Investing Account, Already Invited, or Already Have a Login.

Good to know

• Bulk actions need permission to edit investor records. Invite To Portal also needs permission to manage the team.
• New tag names typed in Add Tags are created for the whole workspace.
• Assign Team keeps the investors' other teams. If you have no teams, create one in Settings under Teams.
• Export Selection is available when you selected 100 or fewer people, or all matching investors.
• You can run up to 20 bulk actions per minute.
• See How Do I Tag Investors? and How Do I Use Teams to Group Investors?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.