The ~50 second video above gives a quick walkthrough. You can send Updates to anyone in a fundraising stage by selecting the respective stage in the "to" field in your Update.

Here is how to get there:

Updates -> Send -> Click into "to"

Helpful Notes:

  • You'll have to have stages created in Fundraising.

  • At least one contact will have to be created/assigned in the investor record for the stage to show up and be selected in Update recipients.

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