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Fundraising

Articles to help navigate our fundraising product.

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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
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Written by Mike Preuss
Updated over a week ago

Custom Properties - Fundraising

How to create, edit and manage custom properties for your fundraising pipeline.
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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
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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
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Written by Mike Preuss
Updated over a week ago

How can I filter and sort my fundraise?

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Written by Matt Preuss
Updated over a week ago

How do I change or create a stage name in my fundraise?

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Written by Matt Preuss
Updated over a week ago

How do I change the fundraise name or target amount?

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Written by Matt Preuss
Updated over a week ago

How do I edit or delete an investor in a fundraise?

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Written by Matt Preuss
Updated over a week ago

What do the different fields for an investor in a fundraise mean?

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Written by Matt Preuss
Updated over a week ago

How do I add investors to a Fundraise?

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Written by Matt Preuss
Updated over a week ago

How do I create a Fundraise in Visible?

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Written by Matt Preuss
Updated over a week ago
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