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 allows you to grow your wealth and at the same time generate inflation-beating returns. By default, apptivo provides 5 types of investment stages.
you can also create new investment stages as per your business needs.
Steps to create a new investment stage:
- Log in and access the Fund Raising app from the universal navigation bar.
- Click on the More(...) icon and select Settings.
- On the Settings page, Go to Fund Raising → Investment Stages from the left navigation panel.
- Click on the Create button.
- On the Create Investment Stage page, give the Name and Description for the new investment stage.
- Here, the new investment stage name is Dividend.
- Click on the Create button.
- Now the created investment stage is available on investment stages lists as shown below.
- Now, on the home page, you can view the created Investment Stage from the By Investment Stage dropdown.
- On the Create Investor Lead page, you can view the created investment stage under the investment stage dropdown.
