To add a contact to a fundraising pipeline, you will want to open Visible and navigate to Contacts. You'll select the contact, click + Add to Pipeline. Next, you'll choose which pipeline they should be added to, the stage they should start in and if you want to associate a contact property such as the Company name.
Once added you can view and edit any of the custom or default contact properties directly on the investor record.
Step One: Open Visible and navigate to Contacts.
Click Contacts at the bottom left side of your screen.
Step Two: Select the box next the contact(s) you want to add to your pipeline and then click +Add to pipeline.
Check the box next to the contacts you want to bring into your pipeline and then click + Add to pipeline.
Step Three: Choose the Pipeline & Stage the contact(s) should be in. Then, select the toggle to add a custom property to name the Pipeline Record.
Select the pipeline to add the contact to, the stage they should be organize in and toggle on the Use Contact Property as Investor Name to choose a Property to use as a name in the fundraising pipeline.
When you navigate to the fundraising pipeline, you'll now see the investors and contacts.
Let us know if you have any questions!