STEP 7: Closing the Deal
Change status from Investing to Funded on main Investment Property Information
Make sure the status of each Passive investor is "Subscribed"
Click on "Roster", Select "Import from Fundraising"
This will bring in everyone who is in the "Subscribed" status
The last step is to add the Lead and KP override.
Select "Add Member" and fill out boxes accordingly
An email will be sent to the individual selected to confirm the addition to the Roster
Once accepted they will automatically be shown and the percentages will adjust
