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How do I add a contact to a Visible Pipeline?
How do I add a contact to a Visible Pipeline?

Learn how to add a contact to a Visible Pipeline.

Matt Preuss avatar
Written by Matt Preuss
Updated over 3 months ago

If you have a contact in Visible and would like to add them to your Visible Pipeline, start by heading to the "Contacts" section. From here, click "Add to Pipeline" as shown below:

Next, click select the specific pipeline and stage where you'd like to add them:

The investors will now be added to your pipeline where you can edit information specific to the fundraise.

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