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Investor CRM
Investor CRM
Track investor interactions throughout the investing funnel.
By Brooke
1 author
9 articles
How to Edit A Contact in Your CRM
How to Assign Deals to Investors
How to Use Warm Introductions
How to Email a Single Investor
How to Email Multiple Investors
How to BCC Finta on Emails
How to Update Email Scripts and A.I. Prompts
Adding Contacts
How to Import Investors into CRM
How to Add Investors to CRM