How do I Create a New Investor?

Updated on March 15, 2021 07:38AM by Admin

  • Login and access the Fund Raising app from the universal menu.
  • Click on the More(...) icon and select the Settings.
Fund Raising
  • In the Settings page, click on the Fund Raising and select the Investor.
  • You can view the Lits of existing investors lists and click on the Create button.
  • Add the name of the Investor in the Create Investor popup.
Create investors
  • Add the Description fro your reference and click on the create button.
  • You can view the Created investor on the list.
Investor Created
  • You can edit the Investor by clicking on the Edit option.
Edit icon
  • By clicking on the Disable button, you can disable the investor.
Disable icon
  • Now, you can view the created investor at the time of creating the Investor.
Create Investment
  • You can add the new investor by clicking on the Add New.
Investor dropdown

Related Links

Create a new Investor Lead

Convert Lead into an Investment

Create New Investor