How do I Create Investor Lead Sources in Fund Raising App?

Updated on July 17, 2017 05:41AM by Admin

Steps to Customize Investor Lead Sources

  1. Log in and access Fund Raising App from your universal navigation menu bar.
  2. Click on “More -> Settings” icon located at the app header bar.
  3. Click on “Fund raising -> Investor Lead Sources” from the left navigation panel.
    investor lead sources
  4. You can view all investor lead sources in the dashboard.
  5. Click on “Create” button in the dashboard.
  6. “Create Investor Lead Sources” popup appears, in which provide:
    • Name - Name of the investor lead source
    • Description - Description of the investor lead source

      create investor lead source 
  7. Click on “Create” button to complete.
  8. You can also  "Edit",  "Enable" or  "Disable" an investor lead statuses in the dashboard.

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