Distribution Alerts

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Distribution Alerts

New distribution
Entities
0
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Create new template
Variables: {{first_name}} {{partner_name}} {{amount}} {{entity}} {{date}} {{note}} {{percentage}}
Subject auto-generates as: Entity Distribution — Month DD, YYYY
Templates
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Add investor
Email addresses
Investor profiles
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My profile
Used when sending multi-entity distributions — emails come from your name or company instead of a single entity.
Send as company name
When checked, emails will show your company name instead of your personal name
Emails will appear from:
Pending requests
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Invite new user
They'll receive an email invite to set their password.
All users
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Multi-entity distribution
Select multiple entities and amounts. Each investor gets one combined email. Emails come from your profile name.
Select entities & amounts
Admin Dashboard
Select user to manage
View and manage entities and investors for any user account.
Database Investors 0
Add investor to database
Email addresses
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Overview
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Users
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