Hub Support | Decile Base

Community Member

June 06 at 05:44 pm

I got my first signed PACT yesterday! However, when the investor signed the PACT they used a different name (the entity where they make investments) than what I have them listed as in Decile Hub. Specifically: Decile hub contact: Alex Estevez PACT name: CAE Advisors LLC Is there a way to merge those contacts so that Alex is the parent name and CAE Advisors is his organization? Or some other solution so that they are the same investor?

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Community Member

Jun 06, 2023 at 17:44

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Congratulations on reaching a big milestone! When an investor plans to invest as an entity, we create a new record in your pipeline for that entity, with the primary contact listed as the person (in this case, Alex). If you want to switch the primary contact back to Alex instead of CAE Advisors, we can do that for you manually. Just let us know.

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17:44

Community Member

Jun 06, 2023 at 17:44

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Investor signed PACT with different name. Need to merge contacts or find solution to unify investor information.

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Investor signed PACT with different name. Need to merge contacts or find solution to unify investor information.

Log In or Sign Up

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