Fundraising
By Matt and 1 other2 authors27 articles
- How can I share a Fundraising Pipeline via link?
- How to add a Contact to your Fundraising Pipeline
- Why Visible does not share investor contact information
- How to change an investors stage in your Fundraising Pipeline
- How to add multiple investors from Connect into your Fundraising Pipeline
- How to delete a Fundraising Pipeline
- How to stay organized with your fundraising process in Visible
- How to customize your Fundraising Pipeline
- How to create and edit Custom Fundraising Pipeline Properties
- What are the default fields for an investor record?
- How do I set up email reminders for Fundraising follow-ups?
- How do I edit or delete an investor in a Fundraising Pipeline?
- How can I filter and sort the investors in a Fundraising Pipeline?
- How to add multiple Contacts to an investor record in your Fundraising Pipeline?
- How do I change the Fundraising Pipeline name or target amount?
- How do I change or create a new stage for my Fundraising Pipeline?
- How do I view an investor's activity with my Visible Updates, Decks, and Dashboards?
- How do I use Zapier to automate my fundraising efforts?
- How do I move investors between Fundraising Pipelines?
- Getting started with Fundraising Pipelines
- How to comment on a Fundraising Pipeline
- How do I customize the columns for my Fundraising Pipelines?
- How can I create multiple Fundraising Pipelines?
- How do I archive and restore a Fundraising Pipeline?
- How do I add investors to a Fundraising Pipeline?
- How to find warm introductions with Village
- How to Move Multiple Investors in a Fundraising Pipeline at Once