Once you’ve found promising investors through Agent Search (see article), you can add them directly to Lists. Here's how:
- During Agent search, click on any of the investor profiles on the left pane.
- Click on Add to List on the right-hand pane and add to an existing list or add to a new List.
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Share your List, externally, or collaborate with team members.
You can also add multiple profiles or all in your search results on a List. Select however many profiles you want to add to a List, or Select all, and then press Add # to List. You'll then be able to specify which Lists you want to add it to.