When you need your portfolio companies to share KPIs and files.
- Select 'Tracker' from the left-menu. Select the date for which you want to send out requests.
Press thebutton to send the request to the selected assignee.
You will get the following message on top-right corner.
Once an email has been sent, you will now see a new 'Start' label and a new option to send reminder emails.
Sending a request may fail if an assignee doesn't have a valid email address attached to them.
The assignee will receive an email with instructions to submit their metrics or files.
Next Steps: Submit metrics online.