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How to Edit A Contact in Your CRM

Add an investor's email on the CRM.

Kevin Siskar avatar
Written by Kevin Siskar
Updated over 12 months ago

When adding investors to your CRM, you can share your deal link and pitch deck link by email through Finta. You can find each investor's email either on their organization's website or under "contact info" on the investor's LinkedIn page.


After finding the investor's email, navigate to the Investor CRM and click on the investor you would like to add an email to.


Here the investor details will appear. Click on the blue "Edit" button to insert their email.


Add their email under Contact Info and click "Submit" to save.

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