How to add a column/field to either the People Directory, or the Investors Funnel.  Settings in Investors lets me de-select/hide a column but I don't see anywhere to add a column
1 reply
Friday, November 07, 2025
If you click on a prospect in the Investors funnel, then click to expand Custom Fields at the bottom, you can add a custom data point


After doing that, click the gear icon on the funnel page and scroll down. You should see your new custom field as a column to show

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