STEP 3: Inviting Contacts
To make your offering available, invite your contacts
Once in the Investment, click on the "Fundraising" tab, click "Invite Contacts"
Select the contacts you wish to invite
You can invite them in tiers (using filters), or all at once.
Start with your best contacts and invite them first.
If you don’t raise sufficient funds, then invite your next tier.
Scroll down and it will show you the invitation email that will be sent to your invitees.
Your invited passives will see your offer when they login to their Passive portal
If a Passive is having issues finding your deal, send an email to podium@luinc.com with their name
so we can see if they have an account under a different email
Your fundraising page will now show everyone invited to the deal