To create custom properties for your fundraising pipeline head to the Fundraising section at the bottom left of your account.

Note: If you have only one Pipeline in your fundraising section, you'll need to select 'Fundraising' at the top left (as shown below) to bring you to the Fundraising home page.

From the view shown below, select the ellipses at the top right and then select 'Manage custom properties'.

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

  • Single or multi-line text

  • Single select dropdown

  • Multiple select dropdowns

  • Number

  • 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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