AIM Updates
Rich Text on Interactions
Make sure to take advantage of our rich text formatting on interactions. Format text as bold, italicized, underlined, or strikethrough. You also have the ability to create bullets, number lists, and insert multimedia and hyperlinks. If you aren’t taking advantage of rich text on interactions today, please contact your Customer Success Manager!
Correspond Market Edition
Send Follow Up Emails Directly From Delivery Reports
Following up on unpaid capital calls is hard. We’ve made it easy for you.
Now, you can send follow-up emails directly from the delivery report of any delivered batch within Correspond Investor Edition. This functionality not only saves you time but also streamlines your communication workflow with investors. You will also have access to relevant investor contacts and email addresses, as well as access to content from previous emails.
This product enhancement:
- Streamlines the GP-LP communication workflow to quickly follow up with investors.
- Allows you to reply on top of original emails sent within Correspond Investor Edition.
- Saves you time going through Correspond Investor Edition to find previous communications.
- Allows you to provide a high-touch investor experience.
To learn more, access this user guide or contact your Customer Success Manager.
