In Person Connections

• You meet a prospective investor (prospect) and give them your business card
• The prospect sends you an email requesting to be on your list
• You respond by sending them your unique Podium Request Express Link

  

• The prospect receives the link and clicks it, creates a Podium account, and fills out the prequalification questionnaire

• The prospect is now in the state of "Review"

• You review their prequal and either accept (with or without an email confirmation) or reject them from your list. 

• If you accept, they are immediately placed on your Contact list and the process is complete
• If you reject, their request they are left on your Prospect list with the state of “Rejected”. You can restart the process later if you change your mind by sending them the prequalification invite link again. The prospect is not notified when they are rejected.