What information can I store about my investor Leads?

Apptivo allows its user to add all the general information of their investors into their accounts like

• General Info like Name, Address, Contact email, Phone no and Fax.
• Status info like Investor lead rank, Lead status, Lead source, Territory, Market, and segment.
• Company Info like company name, website, industry, annual revenue, and address.
• Social Info as in Facebook, Twitter and LinkedIn accounts.

While Creating a new Investor you will be able to add the following information:

• Name - Name of investor lead.
• Email - Email address of investor lead.
• Investor Lead Source -Select an investor lead source from the predefined list.
• Investor Lead Status - Select an investor lead status from the predefined list.
• Funding Round - Select funding round from predefined list.
• Potential Commitment - Amount committed by Investor lead.
• Assign To - Assign an employee or team to follow up and manage this lead.
• Fill in the Contact Information: contact information
• Phone - Contact number of investor lead.
• Mobile - the Mobile number of investor lead.
• Fax - Fax number of investor lead.
• Fill in the Address Information: address information
• Address Line 1 - Address of investor lead.
• Address Line 2 - Address of investor lead.
• City - City name of investor lead.
• State - Select a state from the predefined list.
• Zip code - Zip code of investor lead.
• Country - Select a Country from the predefined list.

Related Links

• What are Investor Leads?
• How can I link My Investors, Investor Leads, Investor Contacts, and Funding Rounds?
• How do I Create a New Investor?