Hi, is there a way to prioritize leads? e.g. in the Investor pipeline I would like to see everyone who I think can write a check greater than $250k. Not sure how to filter for that. Thanks.
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Community Member
To organize your fundraising efforts, you have a few options such as using tags that are filterable, or creating a new stage. Additionally, it's important to fill out the "Investment" column and the Probability column as they can provide a good indication of how the fundraising is progressing.
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Community Member
To organize your fundraising efforts, you have a few options such as using tags that are filterable, or creating a new stage. Additionally, it's important to fill out the "Investment" column and the Probability column as they can provide a good indication of how the fundraising is progressing.
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