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How do I customize the columns for my Fundraising pipelines?
How do I customize the columns for my Fundraising pipelines?

Learn how to create and customize the columns for your Fundraising pipelines.

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

In order to tailor your Fundraising pipeline to your business, you might want to customize the columns that are displayed for your pipeline. To add a new column, you will need to start by creating a custom investor property.

From there, navigate to your pipeline and click the 3 dots in the top right corner. From here, select Edit columns as shown below:


To add or remove columns, check (or uncheck) boxes for the respective properties to show them in the default Fundraising columns:


On the bottom half of the window, you will see the selected columns and can drag & drop the columns to change the order in which they are displayed as shown below:

Click Save and you will be set. Let us know if you have any questions.

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