How do I add contacts to investor leads?

Updated on August 24, 2015 04:54AM by Admin

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.
    Created Investor Lead
  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.

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