Fundraising

Articles to help navigate our fundraising product.

9 articles in this collection
Written by Mike Preuss and Matt Preuss

Add Multiple Contacts to Investor Records

How to add multiple contacts to investor records in your fundraising pipeline

Written by Mike Preuss
Updated this week

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 this week

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