Funds
- Understand Fund Status Types
- Create a Fund
- Assign Investors to a Fund
- Send Newsletters to Specific Contact Groups with Tags
- Manage Investment Requests
- Delete an Investment
- Convert a Current Opportunity to an Active Property
- Convert an Active Fund to Completed Status
- Generate a Capital Call
- Use the Investment Date Field
- Update Ownership Percentage
- Capital Call Best Practices
- View Pending Bulk Upload Docs
- Publish a Minisite
- Public Minisite: Default Appearance and Adding More Fields
- Fund-Investor Assignment Overview