Export and download market soundings
To export the records of a market sounding, go to the 3-dot menu of the specific project and select "Export"
Click the "Download" button to download the complete record in excel format or select any of the other download options to download any attached documents or email correspondence.
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Add multiple investors to a market sounding
Add multiple investors to a market sounding using the new group functionality. Create personal or shared groups of investors based on sectors or other categories and add them in bulk to a market sounding project. Learn how to create groups here. 1. ...
How to update market sounding timestamps for wall-cross requests, cleanse messages etc.
There is an option for market sounding administrators to update timestamps related to a specific market sounding project. 1. Click on the icon "view communication history" to the right of each investor/market sounding recipient. 2. Click the 3-dots ...
Import investor contacts from excel spreadsheet
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Time zone & time formatting
In Logwise several important date & times are communicated by email to recipients, especially during the market sounding process. The time zone and the time formatting can be controlled by your organization administrator at the settings page. View & ...