Pryor Portal Documentation
Welcome to the internal documentation site for Pryor Financial LLC. This site is for staff and team members only.
What You'll Find Here
- Getting Started — How to log in, navigate the dashboard, and understand your role
- CRM / Sales — Managing leads, deals, companies, and the full sales pipeline
- Automation — Email sequences, workflows, and analytics
- Investor Management — Managing investor accounts, documents, and contributions
- Administration — User management, announcements, newsletters, and fund holdings
- Reference — Status definitions, source tracking, and FAQ
Quick Links
| I want to... | Go to... |
|---|---|
| Log into the portal | Logging In |
| Add a new lead | Managing Leads |
| Send an email to a lead | Sending Emails |
| Convert a lead to investor | Converting Leads |
| Understand lead statuses | Lead Statuses |
| See my daily CRM routine | Daily Workflow |
Portal URL
Live portal: https://portal.pryorfinance.com
This documentation is for internal use only. Do not share access credentials or content outside the organization.