How to Apply Tags to the Investor Leads in the Fund Raising app?

Updated on August 22, 2022 11:26PM by Admin

Tags are nothing but labels. They help you organize your investor leads list into groups such as a personal investor, bank, angel investor, etc. You can add multiple tags to your investor leads. When you create an investor lead, you can apply tags from the creation page and update the tags for the existing investor lead.

Steps to Apply Tags:

  • Log in and access Fund Raising App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
FR - Settings
  • On the Settings page, click on General and select the Tags.
  • In the Tags dashboard, you can view:
    • App Tags (Available only in this app)
    • Global Tags (Available globally on all apps)
  • Click on the Create button.
FR - Tags Create
  • Specify the Tag Name – Name of the tag. And select the type of tags you would like to create. Here, I would like to create an App tag, which will be available in this app.
  • Click on Create to complete.
FR - Tag Created
  • The new App Tag will get created.
FR - Tags Lists
  • Now that you've set up Tags for the investor lead as shown below.
FR - Tags Final SS