How to add a contact to your pipeline

This article will help with how to add or associate a contact with an investor in your Fundraising pipeline

To add a contact to an investor in your fundraising pipeline, you will want to open Visible and the pipeline where you'd like to add the contact. Open the investor record where you'd like to add the contact. Type their email under Contacts and click enter. 

Once added you can view and edit any of the custom or default contact properties directly on the investor record.

See screenshots below

Open Visible

Open your fundraising pipeline by clicking on the pinned name of your pipeline along the left side of your screen under Fundraising

Click into the investor record where you wish to add the contact

Type their email under Contacts and click enter

Notice that you can edit and update custom contact properties from within your investor record by clicking View more

Update your contact fields as needed, they will autosave once you click out of them 

Let us know if you have questions. Our team would be happy to help