Visible

Learn how to share your Fundraising pipeline via link.

How can I share a Fundraising Pipeline via link?

This article describes how to add a contact to a fundraising pipeline.

How to add a Contact to your Fundraising Pipeline

Context on why Visible Connect does not include investor email addresses

Why Visible does not share investor contact information

This article will help you with out to update an investors stage in your pipeline

How to change an investors stage in your Fundraising Pipeline

This article should help you directions on how to add multiple investors from Visible connect (our investor database) into Visible

How to add multiple investors from Connect into your Fundraising Pipeline

This article should help with how to delete a fundraising pipeline

How to delete a Fundraising Pipeline

This article should help with tips and tricks for using Visible to stay organized with your Fundraising process.

How to stay organized with your fundraising process in Visible

This article should help you with creating a custom view for your fundraising pipeline

How to customize your Fundraising Pipeline

This article walks through how to create and edit custom properties in a fundraising pipeline to customize your fundraising columns.

How to create and edit Custom Fundraising Pipeline Properties

Learn how to use our BCC email feature to log emails outside of Visible to a contact's record.

How do I use BCC email logging

Understand what the default fields mean related to an investor in your Fundraising Pipeline.

What are the default fields for an investor record?

Learn how to receive automatic email reminders to follow up with investors in your Fundraising pipeline.

How do I set up email reminders for Fundraising follow-ups?

Learn more for managing the existing investors in your Visible Fundraising pipelines

How do I edit or delete an investor in a Fundraising Pipeline?

Learn how to filter and sort the investors in your Fundraising pipelines.

How can I filter and sort the investors in a Fundraising Pipeline?

Learn how to add multiple contacts for an individual investor in your Fundraising pipeline.

How to add multiple Contacts to an investor record in your Fundraising Pipeline?

Learn how to change the details of your Fundraising pipeline.

How do I change the Fundraising Pipeline name or target amount?

Learn how to edit, delete, and create new stages associated with your Fundraising pipeline.

How do I change or create a new stage for my Fundraising Pipeline?

Learn how to view & populate an investor's activity log in your fundraising pipeline.

How do I view an investor's activity with my Visible Updates, Decks, and Dashboards?

Learn how to use Zapier + Visible's Fundraising CRM to automate your fundraise.

How do I use Zapier to automate my fundraising efforts?

Learn how to take an existing investor in a Fundraising pipeline and move them to a new or different pipeline.

How do I move investors between Fundraising Pipelines?

This article will help you build and customize your fundraising pipeline. Your pipeline will help you stay organized while fundraising.

Getting started with Fundraising Pipelines

To explain the functionality of commenting on fundraising pipelines

How to comment on a Fundraising Pipeline

Learn how to create and customize the columns for your Fundraising pipelines.

How do I customize the columns for my Fundraising Pipelines?

Learn how to create additional Fundraising pipelines.

How can I create multiple Fundraising Pipelines?

Learn how you can archive, and restore, a Fundraising Pipeline.

How do I archive and restore a Fundraising Pipeline?

Learn how to add investors to your Fundraising pipeline via bulk upload and our investor database

How do I add investors to a Fundraising Pipeline?

This article walks through the integration with Village.do to help find warmer introductions to investors.

How to find warm introductions with Village

This article highlights how to move multiple investors in a fundraising pipeline in bulk.

How to Move Multiple Investors in a Fundraising Pipeline at Once

Matt Preuss

Nick Kramer

Fundraising

Application Status

Marketing Site

Investor Database

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.