Hi, I want to create a CRM to do some fundraising raising for my clients but do not know how to change or create a new entity (for each client). Can you walk me through it?!?
2 replies
To create a new entity (such as a fund or SPV) for each client in Decile Hub, you typically need to have the entity configured by the platform support team. When a new entity is created, Decile Hub will automatically set up the associated fundraising and dealflow pipelines for you.
If you do not see an option to add a new entity, reach out to Decile Hub support—they can quickly create it for you. Once set up, you can easily switch between entities to manage separate CRMs for each client.
For more details or to request help, visit the Decile Hub support forum: Decile Hub Support.
how to reach someone in support? Hi, I want to create a CRM to do some fundraising raising for my clients but do not know how to change or create a new entity (for each client). Can you walk me through it?!?
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