Get started by heading to Fundraising -> Creating or Editing Investor -> Contacts

After you have assigned your first contact you'll see an "+Additional contact" button. Just click that button and we will allow you to add as many contacts as needed.

Click "Save contact" and that is it! Make sure to hit Save In the top right of the investor card as well.


Setting the primary contact

To set the primary contact, select the 3-dot ellipsis menu and select the "Make primary" option.

This will allow you save your primary contact and be used in the main Fundraising overview screen.

Note: Make sure to hit Save in the top right of the investor record to apply your changes.

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