• Adding deal room members and collecting member applications

  How to add network members or investment partners, team members and other people to my deal room? You can add members to your deal room when you go to the ‘Members’ section and click ‘Add Member’. You need to fill in their email address and choose which access group you want to add them to. Optionally, you can write a personal message that will be included in the invitation email they will receive. They can join your deal room by going on the link in the invitation email. If you don't waFew readers

• Managing access of deal room members

  How to give different deal room members different access in the deal room? How to create and edit member (access) groups? There are two default access levels in every created deal room — ‘Member’ and ‘Admin’. Admins have full access to deal room Settings and all functionalities in the deal room while Members have limited access. You can change the access of each member by assigning them to the corresponding member group. This can be done by going to the 'Members' section in your deal rooFew readers

• Asking members to update their profile

  Only members who have full edit access to members list in the deal room can request profile updates from other members. To request a profile update from a member, go to ‘Members’ tab in the deal room, open the additional action menu of the member and choose ‘Request profile update’. It is also possible to multi-select members and choose 'Request profile update' from 'Actions' menu (when you choose a member who has not accepted the invitation to join the deal room, option doesn't appear in 'ActiFew readers

• Communicating with deal room members

  Is it possible to have an internal discussion about a company between deal room members? What is the 'Comments' section on company applications about and who can see it? You can have an internal discussion between your deal room members about each company in your funnel. For that, you have to open a company application in the deal room and go to 'Comments' tab. The comments your deal room members leave there are not visible to the company under discussion or any other parties on DealumSome readers

• Adding tags and internal notes to members

  You can add tags to deal room members when application and member tags are enabled in your deal room. You can enable/disable them in deal room Settings Preferences Deal room Application and member tags. When tags are enabled, you are also able to set up a predefined list of member tags for use in your deal room in deal room preferences. You and your team members can choose tags from the predefined list as well as add tags that are not included in the list when adding tags to members. TagsFew readers

• Member documents

  How can I upload member-related documents? Deal room members with ‘full edit access’ to members can attach documents to the profile of any member by opening it from the members list and navigating to the documents tab. They can decide for each document whether they want it to be visibleFew readers