Add an investor, customer or contact
Put someone in a CRM list, either a record already in your CRM or a new company, deal or person.
Everyone in the CRM sits in a list. Add people from the CRM itself, or straight from the investor directory.
From the CRM
- Open CRM.
- Choose Add in the top bar, then the list, like Add to Investors. When a list's chip is already picked, the button says what it adds: Add investor, Add deal or Add person.
- Under Status, pick the stage the entry starts in.
- Type a name. If the company, deal or person is already in your CRM, pick it from the results and you are done.
- Otherwise choose the create line under the results, like Create a new company. Fill in the first fields and choose Create and add.
A new company asks for its Name and Domain, a deal for its Name and Value, a person for their Name, Emails and Job title. Fill in the rest later on the record's page.
If a company with that domain, or a person with that email, is already in your CRM, the dialog says so and offers Open that record.
On a board, the + at the top of a column adds straight into that stage.
To add many at once from a spreadsheet, choose Import CSV next to the add button. See Import people or companies from a spreadsheet.
From the investor directory
In Investors, choose Add to pipeline on an investor. They join your Investors list at Prospect. See Find investors for your startup.