- Login and access the Fund Raising app from the universal menu.
- Click on the More(...) icon and select the Settings.
- 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.
- Add the Description fro your reference and click on the create button.
- You can view the Created investor on the list.
- You can edit the Investor by clicking on the Edit option.
- By clicking on the Disable button, you can disable the investor.
- Now, you can view the created investor at the time of creating the Investor.
- You can add the new investor by clicking on the Add New.
Related Links
Create a new Investor Lead
Convert Lead into an Investment
Create New Investor