To create custom properties for your fundraising pipeline head to Fundraising -> Ellipses Menu -> Manage Custom Properties

One you are in your properties section, you'll be able to create the following types of fields:

  • Single or multi line text

  • Dropdowns

  • Currency

  • Percent

  • URL

  • Date

Here is an example of some fields created

You'll be able to drag and drop these properties. This will be the order in which they are displayed on the investor record.

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