If you are looking for how to move multiple investors to a specific stage in a fundraising pipeline, move investors to a different fundraising pipeline, or delete multiple investors, follow along with the steps below:
Move Multiple Investors to a Fundraising Stage
Step One: Navigate to your fundraising pipeline and select the box next to the investors you wish to move.
Go to your fundraising pipeline and then check the box next to the investors you want to move.
Step Two: Select Move to move your investors.
Click the Move button above your first investor to move multiple investors to a new stage or pipeline.
Step Three: Choose the Pipeline or Stage you'd like to move the investors to. Then click Confirm.
You'll be prompted to choose the pipeline and stage you want to move investors to. Then click confirm to move the investors.
Delete Multiple Investors From Your Pipeline
Step One: Navigate to your fundraising pipeline and select the box next to the investors you wish to move.
Go to your fundraising pipeline and then check the box next to the investors you want to move.
Step Two: Select Delete to delete multiple investors.
Click the Delete button above the first investor in your fundraising pipeline.
Step Three: Click the Delete button from the pop-up window.
Click the Delete button from the popup window. Please note that this action is permanent.
Let us know if you have any questions!