How Do I Use Teams to Group Investors?

Teams group investors by the people who own the relationship. You can filter the directory and target campaigns by team.

Create a team

1. Go to Settings and choose Teams under Investor Contacts.
2. Click Add Team.
3. Enter a name and an optional Description (optional).
4. Under Members, choose the sponsor team members who belong to it.
5. Click Add Team.

Assign investors to a team

• One investor: open their profile and edit Teams in the Tags & Teams panel.
• Many investors: on Investors, check the boxes, open Selection Actions, and choose Assign Team. Their other teams stay the same.
• To take investors off, use Remove From Team.

Edit or delete a team

• Click Edit to change the name, description, or members, then Save Team.
• Click Delete, then Delete Team. Its investors are no longer assigned to it. The investors themselves are not deleted.

Good to know

• Creating, editing, and deleting teams requires permission to manage the team. Without it the page is read-only.
• Members must be on your sponsor team. Invite people in Settings under Team first. Investors cannot be team members.
• Click the investor count to see everyone on that team.
• Filter the directory with the Teams column, including No Team.
• Teams are not access controls. To limit what a staff member can see, see How Do I Limit a Team Member to Specific Records?

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.