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

Learn how to view & populate an investor's activity log in this article.

With our Fundraising CRM, you will likely want to understand how different investors are engaging with your Visible Updates, Decks, and Dashboards.

In order to see an investor's activity log, click into the respective Fundraising pipeline and click on an investor as shown below: 

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From here, click Activity. You will see any interactions that your investor has had with your Visible content as shown below:

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