Adding Contacts
Adding personal investors to your Investor CRM.
How to Import Investors into CRMImport your existing personal investor list to the Investor CRM or create one using our template.
How to Add Investors to CRMImport your personal list of investors to your CRM one at a time.
How to Add Introduction PathwaysWhen adding an investor to your CRM, you can also add introduction pathways to the investors information.