Navigating the Connect Dashboard
Where to locate the dashboard?
- Hover around your User Icon at the top right-hand corner of the homepage and you will find 'Connect Dashboard' under 'My Profile'
- Upon clicking 'Connect Dashboard', you will be able to see an overview of your Connect Summary which includes your 'Total Connect', 'Pending', 'Rejected' and 'Approved'.
- What do these buttons mean?:
- Total Connect (in Blue): refers to the total number of Connects you have sent out. Upon clicking the "Total Connect" icon, your page will show the full list of Connect information.
- Pending (in Yellow): refers to the total number of Connects that are pending for e27's approval.
- Rejected (in Red): refers to the total number of Connects that have been rejected by the investor.
- Approved (in Green): refers to the total number of Connects that have been accepted and approved by the investor.
- What do these buttons mean?:
- Clicking the on the respective 'Total Connect', 'Pending', 'Rejected' and 'Approved' buttons allows you to view the list of all connect requests that are in that stage of connect. (e.g. clicking on the 'Rejected' button allows me to view all rejected connect requests)
- Below the 'Approved' icon, you can find a sorting feature by clicking 'Sort by' whereby you can sort the respective lists by 'Company Name', 'Date' and 'Status'.
- Sorting by 'Company Name' will provide a list of Investors that are arranged according to their respective company names.
- Sorting by 'Date' will provide a list of investors that are arranged according to the dates the 'Request to Connect' has been sent out, with the latest at the top of the list as shown below:
- Sorting by 'Status' will provide a list of investors that are arranged according to their statuses with 'Approved' at the top of the list followed by 'Pending' and then 'Rejected'
If you have a few company profiles, fret not, you can use the dropdown tool on the top left to filter according to your preferred company profile:
As seen in the picture above, there are a couple of column headers here under your dashboard which includes the following:
- Investor: this refers to the Investor that you have requested your Connect to
- Date/Time: this refers to the date and time you sent your request to connect
- Reason: this refers to the reason you have stated when you sent your request to connect
- Status: this refers to whether your "Request to Connect" is still pending, approved, or rejected by the particular investor
- Actions: Once again, this provides a brief overview of the action items