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Leads & Investors
Leverage powerful features to drive meaningful relationships with your contacts
Leads/Investors
- What does the investor funnel look like?
- Can my investor give access to others or add a second email to their account?
- How do I see what my investors see?
- How to Reset Investor Passwords
- Easily Switch to Investor View
- What Is a Tax Identification Number (TIN)?
- Creating Custom Views in SponsorCloud CRM
- How To Add Tags to Contacts
- How to Use Contact Fields and Custom Views to Build Your Own Lead Pipeline