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How Do I Group Investors by Relationship Team?

For SponsorsBy Syndelo

How to create teams of colleagues who own investor relationships, and use them to filter and target investors.

Teams group investors by the people who own the relationship. You can filter the investor directory and target email campaigns by team. Teams are different from roles: they do not change anyone's permissions.

Steps

  1. Open Settings and choose Teams under Investor Contacts.
  2. Choose Add Team.
  3. Enter a Team name and an optional Description.
  4. Under Members, check the colleagues on this team.
  5. Save. You see "Team added."
  6. Assign investors to the team from the investor directory or an investor's page.

Edit or delete a team

  • Choose Edit to rename it or change members.
  • Choose Delete, then Delete Team. Investors assigned to it are unassigned. The investors themselves are not changed.

Good to know

  • You need permission to invite team members and grant investor account access to add, edit, or delete teams. Without it you can view teams but not change them.
  • Only sponsor team members can be added, not investors. If no one is listed, invite colleagues under Team first.
  • The number in the Investors column links to the directory filtered to that team.
  • Team names can be up to 80 characters.

Related: Filter and Save Investor Views, Email Campaigns, Tag Investors

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