Investor Management
In the Email panel, emails can be attached to a particular investor from Outlook Plugin. To view Emails, follow the below steps:
1. Click on Investor Name to view its corresponding emails.
2. Navigate to the More Information tab and Click on Email.
3. History of important email communication is maintained here for future reference. Click on the email's subject to view the message.
4. To see, how to attach Email from Outlook Plugin to a deal, click here.