Add multiple investors to a market sounding

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. Click the tab "Add new recipient".

Select any existing group(s) of investors/recipients or use the click the link "Create/manage groups" to create new groups. You may also add investors/recipients using the search option "Start typing to add recipients/groups" or import investor contacts from Excel.



2. Select investors/recipients 

If using the search option "Start typing to add recipients/groups", please note that contacts tagged as investors are displayed at the top of the list under the group "Investors". You can edit groups and change tagging through group settings.



3. Ensure the information displayed is correct > click "Add X recipient(s)"





Tip 1 - Manage tagging


- By clicking the magnifying glas to add more investors you can see which group each existing investor is tagged to. Management of the tagging and group members are done through menu option Insiders > contact groups.



Tip 2 - Order of appearance


You can set the order of appearance for groups when clicking the magnifying glas to ensure the most relevant investors are at the top. You can also set the default groups any new investors should be added to. To manage your market sounding settings, click the gear icon > Organizational settings > Market sounding settings


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