This section is restricted to the office of the CFO. Enter the CFO Hub password to continue.
← Back to the Leadership HubAdd someone to your Contact Center. Name plus an email or LinkedIn URL is required. Saved to the server.
* Name plus at least one of email or LinkedIn.
One record per firm: it appears in Investment Firms and as a card on the Engagement Tracker. Contacts are linked from the firm page. Saved to the server.
Drop in a spreadsheet export (CSV or tab-separated, first row = column names) or paste rows from a sheet. Columns are matched by name: Name (or First / Last), Title, Company / Firm, Email, Phone, LinkedIn, Segment, Notes, plus optional firm columns (Type, Website, Focus, Check size). Existing contacts are matched by email and left alone.
