Learn how to take an existing investor in a Fundraising pipeline and move them to a new or different pipeline.
When starting a new fundraise, you might want to reach out to investors you have spoken with during previous fundraising rounds. In order to best help you get your new fundraise up to speed, we allow you to move investors to different or new pipelines.
To start, head to the investor record you wish to move, click the three-dot ellipses, and select Move to...
Next, select the Pipeline name and lifecycle stage of where you would like to move the investor. Click Confirm and you will be good to go!