Today we’ve added a new feature : Email whitelists. With email whitelists you can set rules in pitchXO, which allow to fine-grain which of your leads should be auto-approved automatically.
This is an easy way to whitelist whole company segments of your leads, so they don’t have to wait up for manual approval.
E.g. if you’re sharing your data room with a client called
Investment Bank, you’d add an entry for
*@investmentbank.com to your whitelist filters.
Now any new leads that would sign up with their
email@example.com email would be automatically approved and could see your data room right away.
We hope this helps you in reducing friction when sharing secured content with your leads.