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Advice and answers from the InvestNext Team

Search results for:Sync Your Email With InvestNext

Admin Profile Settings
ADMIN USERS: How to change your username/email, manage your email notifications, and more… Email Integration - Integrate your email with InvestNext, change your Email Sync settings, and edit your… For instructions, please view the article Sync Your Email With InvestNext
Mass Email from Contacts Screen Without Creating a Filter
Use the steps in this article to email one or more Contacts directly from the Contact section WITHOUT creating a Contact filter… Your Email With InvestNext How to Send Emails Through a Custom Domain?… is a marketing email To fully enable email tracking, please use these two articles: Sync
Integrate Your Email With InvestNext
Integrate your email with InvestNext to send and track emails from within InvestNext… Sponsors can easily synchronize their email addresses with the InvestNext Portal using the Email Integration… Below is an example of a Google Account Sync: STEP 5. Your Email Address is now synced! ​
2. Sync New CRM Contacts into InvestNext Automatically
Keep your InvestNext contacts up to date by syncing new contacts from your CRM automatically… Are Added in InvestNext Keep Your CRM Deal Pipeline in Sync with InvestNext Opportunity Stages… created directly in InvestNext will not sync back to your CRM unless a separate automation is configured
Set up the Email Domain for your InvestNext Portal
Set-up a custom email domain for all transactional emails sent from your InvestNext portal… When you send an email from your portal to an investor’s email, their email system will reach out to… Persistent Configuration Issues: Contact support with details of your Domain Registrar and the steps
InvestNext Holiday Schedule
InvestNext will be closed in observance of the following holidays
4. Keep Your CRM Deal Pipeline in Sync with InvestNext Opportunity Stages
Automatically update CRM deal stages when opportunity stages change in InvestNext… with InvestNext opportunity stages Need your team to have accurate pipeline visibility in your… ensures your CRM deal pipeline stays aligned with the current opportunity status in InvestNext
6. Sync Investor KYC Status from InvestNext to Your CRM
Keep investor compliance information current by syncing KYC status updates from InvestNext to your CRM… opportunities A field in your CRM that stores the InvestNext Opportunity ID used to match records… This ensures your CRM reflects the latest investor compliance status associated with each opportunity
InvestNext Report Breakdown
This article will describe the information that will be available within each Report type within InvestNext… Date Last Email Sender Last Email Content Last Note Date Last Note Creator… Use this article as a reference to select the most relevant report for your needs
Collecting soft commitments with InvestNext forms
How to collect soft commitments from prospective investors using InvestNext forms… You've just sent out a link for your deal room to some prospective investors… Click here for a refresher on customizing InvestNext forms. Step 3