To edit the details for an investor you have in a fundraising pipeline, you can make edits in-line or hover over the respective investor and click into their name as shown below:
From here, you'll be able to edit any of their properties and fields.
To delete an individual investor, you should click on the three horizontal dots in the top right and click Delete investor
You will see a confirmation message. Click Delete investor
There is also the option to delete multiple investors at once. To do this, click the check box next to the investor(s) you want to delete and then click delete.
This action is permanent, so you'll receive a message to confirm you want to delete the investors and you'll click delete again to remove the investors from your pipeline.
The investors will then be removed from your pipeline. Let us know if you have any questions. We are happy to help.