- Knowledge Center
- DealMaker Engage
- Transfer Agent Actions
What is my Members' table? What is the difference between Followers and Investors I see on Engage?
The members’ table is your community similar to a CRM or list of contacts with details like Email, Name, Tag, Status, and Notes.
Followers vs Investors:
Followers in your portal could be created in a few ways:
- They may have started a deal question flow
- They may have been added to your Engage member list by an admin
- They followed your Engage portal via a public link.
Investors are any person or entity who has been accepted in your raise. They will go on to have share statements.
For more information on managing members with DealMaker Engage, click here.