How do I add contacts to investor leads?

Steps to Add Contacts to Investor Leads

1. Log in and access Fund Raising App from universal navigation menu bar.
2. Click on “By Directory” and select “All” from the left navigation panel.
   
3. You can view all investor leads in the dashboard.
   
4. Click on “Name” link in investor lead dashboard.
5. Investor lead overview page appears, navigate to “Contacts” column.
   
6. Click on “Add” button in contacts column.
7. You can view "Add Contacts" popup page,as shown in the image below. 
8. Click on “Add” button to complete.

Related Links

Read more about:

• Create new investor
  
• Convert investor lead into an investment
• View investors lead by directory