How to create a custom pipeline property

This should show you how to create a custom investor property that can also be used for you to customize your fundraising columns

To create a custom property in your fundraising pipeline, you will want to open Visible. Then click Fundraising along the left side of your screen. From here, you will click Custom properties in the top right of your screen. 

You will want to type out a name for your property. Then, choose the format of this property and click Add property. This will create a custom property that applies to an investor added to your Fundraising pipeline. These custom properties can also be used as custom columns within your fundraising pipeline view.

Check out this article if you'd like to learn how to customize your fundraising pipeline columns

See screenshots below of this process

Open Visible


Click on Fundraising along the left side of your screen


Click Custom properties in the top right of your screen


Name your property and choose the properties format


Click Add property


From here the property will be created and will apply across all of your investors added to your pipeline. You will see them when you click into an investor


As well as when you are selecting you custom columns


Please let us know if you have any additional questions when building out your Fundraising pipeline!