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

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

To edit the details for an investor you have in a fundraise, simply hover over the respective investor and click their name as shown below: 

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From here, you'll be able to edit any of their properties and fields. 

To delete an investor, you can delete them from their individual view shown above or simply look for the trash can icon to the right as shown below: 

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