To move investors to the "In Contact" stage of the funnel, BCC Finta's tracker email to target investor emails. This will make the process of moving investors down the funnel quicker and easier.

Navigate to the Investor CRM and click "Copy BCC Address." Now Finta's tracking email is copied to your clipboard.

BCC this email when contacting investors.

If the contact already exists in the CRM, they will be moved from the "Target Investor" stage to the "In Contact" stage.

If they do not already exist in the CRM, they will be created and added to the "In Contact" stage.