Funds
- Understand Fund Status Types
- Create a Fund
- Assign Investors to a Fund
- Send Newsletters to Specific Contact Groups with Tags
- Manage Investment Requests
- Convert a Current Opportunity to an Active Fund
- Convert an Active Fund to Completed Status
- View Pending Bulk Upload Docs
- Publish a Minisite
- Public Minisite: Default Appearance and Adding More Fields
- Fund-Investor Assignment Overview
- Funds Page Overview