QuotaBook|User Guide - 3. Managing LPs and Partners
3. Managing LPs and Partners
🚩 Navigate to the fund’s page → [Partners] tab From [Partners] tab, you can update and manage information about your partners and their commitments.
Adding LPs and Partners
- From the [Partners] tab, select [Add Partner]
- Input all required fields and click [Submit]
(You must fill in the required fields with * to save the updated information)
Managing Partner Contact Points List
- Click [⁝] on the right side of the bar and click [Edit] to update partner information
- Update/Edit information and click [Submit]
- Email logged for partner will be used to invite the user to the LP Portal