How do I Customize Investment Stages in Fund Raising App?

Steps to Customize Investment Stages

1. Log in and access Fund Raising App from your universal navigation menu bar.
2. Click on "More -> Settings" icon located at the app header bar. 
   
   
   
3. Click on “Fund Raising -> Investment Stages” from the left navigation panel.
4. Click on “Create” button in the investment stage dashboard.
   
   
   
5. You can view “Create Investment Stage” popup, in which provide:
• Name - Name of the Investment Stage
• Description - Description of the Investment Stage
  
   
6. Click on “Create” button to complete.
7. You can also  "Edit", "Enable/Disable" an investment stage.
   

Related Links

Read more about:

• Customize fundraising
• Create custom attributes
• Customize investor leads