Your default deal on Finta is the one that opens automatically when you log in, making it easy to jump straight into your most active fundraising campaign. Whether you’ve launched a new deal or just want to focus on a different one, updating your default is simple. In this article, we’ll walk you through how to switch your default deal in just a few clicks, so you can stay organized and keep your fundraising workflow seamless.
Navigate over to the Deal Room.
Next, Click the 3 dots on the deal you wish to make your Default Deal. A few choices should appear. Select Set as Default.
You’re ready to go! With your Default Deal updated, you’re set up for smoother fundraising. Keep up the momentum!