How do I Customize Investor Lead Statuses in Fund Raising App?

Steps to Customize Investor Lead Statuses

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 Statuses” from the left navigation panel.
4. You can view all investor lead statuses in the dashboard.
   
5. Click on “Create” button in the dashboard.
6. You can view “Create Investor Lead Status” popup, in which provide:
• Name
• Description
   
7. Click on “Create” button to complete.
8. You can  "Edit",  "Enable" or  "Disable" an investor lead statuses in the dashboard.
   

Related Links

Read more about:

• Customize Fund raising
• Customize investment stages
• Customize investor leads