How do I add multiple contacts to an investor record?

Learn how to add multiple contacts for an individual investor in your Fundraising pipeline.

To get started, click into the respective Fundraising pipeline as shown below: 

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Click into the respective investor record (or add a new investor). After you have assigned your first contact you'll see an +Additional contact button. Click that button and we will allow you to add as many contacts as needed.

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Click Save contact and that is it! Make sure to hit Save In the top right of the investor card as well.

Setting the primary contact

To set the primary contact, select the 3-dot ellipsis menu and select the Make primary option.

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This will allow you to save your primary contact and be used in the main Fundraising overview screen.