Questions by Category: "Fund raising"

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 feat...more

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 invest...more

Fundraising software refers to a wide variety of tools used to make fundraising easier, more efficient, and more intuitive for both your organization and your donors. The funding round ...more

Quick Links may contain multiple links that a user can use often enabling him to access fastly. The Quick Links consist of two types as listed below: Link - The created Quick Link will ...more

List Layout of Apptivo allows you to customize the layout of the records that helps to arrange the information of the records as per your business preferences. It guarantees the exact d...more

Steps to Customize Investor Lead Sources Log in and access Fund Raising App from your universal navigation menu bar. Click on “More -> Settings” icon located at the app header b...more

Customizing collaboration in the Fund Raising app allows you to create various customization like “Show or Hide” and "collaboration security". This will secure the common activities...more

Fundraising software refers to a wide variety of tools used to make fundraising easier, more efficient, and more intuitive for both your organization and your donors. The investment all...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your investors.   Steps to Create Message Templates Log in and acces...more

Login and access the Fund Raising App from the universal menu. Click on the More(...) icon and selects the Settings.   In the Settings page, click on the Emails and selects the Email ...more

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Fundraising App helps you to create Custom Conversion...more

Steps to Add Contacts to Investor Leads Log in and access Fund Raising App from universal navigation menu bar. Click on “By Directory” and select “All” from the left navigation ...more

Fund raising app allows you to create new funding rounds and you can fix the number of shares and your target here. It also allows you to "Edit" the funding round using Edit option to m...more

Steps to edit investment stages Log in and access Fund Raising App from your universal navigation menu bar. Click on "More -> Settings" icon at the app header bar. Click on “Fund R...more

Fund Raising App from Apptivo allows you to track all your funding sources and key contacts. Fund Raising is the process of raising money to support your business. Capital employed in a...more