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Fundraising
Articles to help navigate our fundraising product.
11 articles in this collection
Written by
Mike Preuss
and
Matt Preuss
Zapier + Fundraising Automation
Automatically add investors to your fundraising pipeline with our Zapier integration
Written by
Mike Preuss
Updated over a week ago
Custom Properties - Fundraising
How to create, edit and manage custom properties for your fundraising pipeline.
Written by
Mike Preuss
Updated over a week ago
Add Multiple Contacts to Investor Records
How to add multiple contacts to investor records in your fundraising pipeline
Written by
Mike Preuss
Updated over a week ago
Send Updates to Contacts in Fundraising
How to quickly add contacts that are part of a current fundraising pipeline and stage
Written by
Mike Preuss
Updated over a week ago
How can I filter and sort my fundraise?
Written by
Matt Preuss
Updated over a week ago
How do I change or create a stage name in my fundraise?
Written by
Matt Preuss
Updated over a week ago
How do I change the fundraise name or target amount?
Written by
Matt Preuss
Updated over a week ago
How do I edit or delete an investor in a fundraise?
Written by
Matt Preuss
Updated over a week ago
What do the different fields for an investor in a fundraise mean?
Written by
Matt Preuss
Updated over a week ago
How do I add investors to a Fundraise?
Written by
Matt Preuss
Updated over a week ago
How do I create a Fundraise in Visible?
Written by
Matt Preuss
Updated over a week ago