How do I Customize the Fund Raising App?

It is always necessary to maintain the records of everything that helps businesses to nurture more. Using this application, you can store your donors' details and hold fundraising campaigns. Fund Raising settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

Steps to customize:

• Log in and access the Fund Raising App from the universal navigation menu bar.

• Click on the More(...) icon and select Settings from the app header.

On the settings, you can view the list of features that are available for customizing. Let’s go through the features to customize.

• General

• Collaboration

• Quick Links

• Tags

• Email

• Email Templates

• Fund Raising

• Conversion

• Funding Rounds

• Investment Stages

• Investor

• Investor Lead Sources

• Investor Lead Statuses

• Customize App

• Master Layout

• List Layouts

• Views