To create a custom property in your fundraising pipeline, you will want to open Visible. Then click Pipelines along the left side of your screen. From here, you will click Custom properties in the top right of your screen.
You will want to type out a name for your property. Then, choose the format of this property and click Add property. This will create a custom property that applies to an investor added to your Fundraising pipeline. These custom properties can also be used as custom columns within your fundraising pipeline view and can be edited in-line.
Check out this article if you'd like to learn how to customize your fundraising pipeline columns
See screenshots below of this process:
Step One: Click on Pipelines along the left side of your screen.
Navigate to the Pipelines section of your Visible account.
Step Two: Click Custom Properties at the top right side of your screen.
At the top right side of your screen you'll see the button for Custom Properties.
Step Three: Click +New Property and choose the type of property you want to create.
At the top right of your screen, click +New property. Then choose the type of property you wish to add.
Step Four: Name the property and customize it to your needs.
Give a name to the property and add the necessary information that you want to track.
The property will now be applied across all of your investors added to your pipeline. You will see them when you click into an investor.
The new property will also be shown when adding new columns to the fundraising pipeline.
Step Five: Edit the custom properties in-line.
Click into the custom properties that you want to edit and edit the property directly in-line.
Please let us know if you have any additional questions when building out your Fundraising pipeline!