Keeping your investor outreach organized is key to running an efficient fundraising process. With our Custom CRM Tags, you can easily group, filter, and track your contacts based on what matters most to you.
First, navigate to your Investor CRM.
Next, you'll have to scroll over to the right, until you find Tags. Once at Tags, hit the "plus" button and add Custom Tags for any of your contacts.
Custom Tags are a powerful yet simple way to bring structure to your fundraising efforts. By labeling your contacts in a way that makes sense to you and your team, you’ll unlock a clearer picture of your pipeline and be able to move faster with confidence.