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

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

Related Links

Read more about:

• Create custom attributes
• Convert investor lead source
  
• Create funding round
• Create a new investor