How do I Edit an Investor Lead in Fund raising App?

Updated on July 17, 2017 04:28AM by Admin

Investor leads represent wealthy individuals and institutional investors who are prospective investors for a funding round. You create and edit those investor leads using "Create" and "Edit" option.

Steps to Edit an Investor Lead

  1. Log in and access Fund Raising App from your universal navigation menu bar.
  2. Click on “By Directory” and select “All” from the left navigation panel.
    by directory 
  3. You can view investor leads with their name, email, funding rounds, source, stage, status, assigned to, potential commitment.
  4. You can update information by clicking on “More Details” icon against the investor lead you would like to modify.

    more details - to edit
  5. You can come through the "Overview” page and modify using edit icon present in all attributes.

  6. We can modify the required attributes in: 
    • Investor Lead Information.
    • Contact Information
    • Address Information.
      investor edit page

  7. Click on “Save” button to complete.

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