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Investor description field in Investor Funnel appears removed.

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Community Member

February 01 at 03:46 pm

In Investor Funnel there used to be a field with a description of the investor. That seems to no longer exist.

2 replies

3:56

Community Member

February 01 at 03:56 pm

Michel, I don't know if I recall us ever having the description field of an investor as a column in the pipeline. Regardless, you can check all the available columns via the "Gear" icon in the top right, to hide/unhide any.

4:05

Community Member

February 01 at 04:05 pm

OK. I see. Goes to quick note.

I think there should be a place for descriptive text like "Has a family office"

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Thread

Investor description field in Investor Funnel appears removed.

Hub Support has moved

Log In or Sign Up

Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Thread

Investor description field in Investor Funnel appears removed.

Hub Support has moved

Log In or Sign Up

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