Having a customized CRM is the dream for many businesses so that they could mold the CRM application to their business needs. You can customize the fundraising app and sort out the features as per your requirements. You can also customize the left panel views and home page of the fundraising app, let’s go through the steps.
Steps to customize:
- Log in and access the Fundraising App from the universal navigation menu bar.
- Click on the More(...) icon and select Settings from the app header.
- On the settings page, go to Customize App → Views.
- You can view Default Home Page View.
- Click on the Dropdown panel to select a default home page view, which includes:
- Fund Raising Home – Displays default Leads home page with news feed and recent Leads.
- Funding Round - Displays investor leads by funding round.
- Show All – Displays all the fundraising.
- By Directory - Displayed investor leads by directory.
- By Status – Displays investor leads by statuses.
- By Investment Stage – Displays investor leads by investment stage.
- By Tag - Displays fundraising by tags.
- You can set your own custom home page. For instance: Fund Raising Home.
- You can view the default home page as "Fund Raising Home".
