How do I Create a New Investor?

• Login and access the Fund Raising app from the universal menu.
• Click on the More(...) icon and select the Settings.

• In the Settings page, click on the Fund Raising and select the Investor.

• You can view the Lits of existing investors lists and click on the Create button.

• Add the name of the Investor in the Create Investor popup.

• Add the Description fro your reference and click on the create button.

• You can view the Created investor on the list.

• You can edit the Investor by clicking on the Edit option.

• By clicking on the Disable button, you can disable the investor.

• Now, you can view the created investor at the time of creating the Investor.

• You can add the new investor by clicking on the Add New.

Related Links

Create a new Investor Lead

Convert Lead into an Investment

Create New Investor