Guidance on the Portfolios Tab within Monitoring

Portfolios Tab

Portfolios Tab  Guidance on the Portfolios Tab within Monitoring 

Click on Monitoring

This includes the following: Name Email Subject Line

You can add multiple email addresses if this is required. You can also click the trash can icon to remove a contact

You can click on the trash can to remove an email recipient

You can also download a sample of the import template by clicking Download Sample. This is available in .csv or .xlsx

This allows you to sync the selected portfolio to an uploaded list of companies

Click on Sync from file  This allows you to sync the selected portfolio to an uploaded list of companies 

You can download samples to .csv or xlsx.

If you click All Portfolios, all records added to any portfolio will be shown