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