This guide will demonstrate how to add and manage stakeholder or manager groups on QuotaBook.
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 group with a specific common trait about various company and stakeholder updates.
Go to [Stakeholders] → [All Stakeholders] → [Groups]
1. Click [+Add Groups], then 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.
2. Go to [⋮] → [Edit] to make changes to the groups you created.
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