Assign Actions to the Requests Tab

Adding actions on the Requests tab means every newly accepted investment request automatically gets required follow-up steps right after submission—such as signing documents, updating profile details, or completing next-step tasks. By setting this up at the fund level, teams don’t need to manually coordinate these steps with each individual investor contact, making the process faster and more consistent.

1. Navigate to Functions > Actions.
2. Review the list of Actions to ensure your actions are organized in the correct order that you want them to appear for any specific fund. If needed, create new actions to meet your needs.
3. Actions are initiated in the order they appear from top down. Use the Up or Down arrows to adjust the order accordingly.

4. Next, navigate to the related Fund page. Click on the Requests tab, then use the Actions button to access the list of actions to assign to investment requests.

5. Use the checkboxes to choose which actions all investment requestors must complete after their request is accepted.

   

   
   

6. Click Save when you are ready to apply the action(s). Actions will begin when an investment request is accepted.