[Stakeholders] Managing groups
This document explains how to add and manage stakeholder or manager groups on Quotaboook.
Add stakeholder / manager groups
You can group your stakeholders based on your needs from the [Groups] tab. Group stakeholders by funding rounds, or employees who received stock options.
This grouping feature comes in handy when you need to alert a specific group about various company and stakeholder updates.
Go to [Stakeholders] → [All Stakeholders] → [Groups]
- Click [+Add Groups] enter a group name.
- You can enter a group name of your choice. If an institution has more than one manager, you may drill down the drop down list to specify a particular contact point within that institution to create a group.
- Go to [:] → [Edit] to make changes to the groups you created.