Managing Contacts

The Fund Flow CRM allows you to centralize your investor database and track them through the fundraising pipeline.

Adding a Contact

1. Navigate to Contacts Click CRM > Contacts in the main sidebar.

2. Add New Contact Click the + Add Contact button in the top right.

3. Enter Basic Details

   • Name & Email: Required for identity and login.
   • Tagging: Add tags like VIP, High Net Worth, or Family Office for easy filtering later.
   • Pipeline Stage: Set their status (e.g., "Lead", "Contacted", "Soft Commit").

4. Investment Preferences If known, enter their criteria to help match them with future deals:

   • Target IRR: Minimum return they are accepting.
   • Risk Tolerance: Conservative, Moderate, or Aggressive.
   • Asset Classes: Multi-family, Industrial, etc.

Importing Contacts

You can bulk import contacts via CSV.

1. Download Template Click Import and download the CSV template to ensure your headers match.

2. Upload File Drag and drop your filled CSV file.

3. Map Fields Confirm that the columns in your file match the Fund Flow fields (e.g., "Phone Number" -> "phone").