Admittedly, this one took us a bit to get to but it is finally here! Users can now upload up to 200 contacts at once via CSV. Read more in our knowledge base here.
We just added Multiple selects new property type for both the investor and company products.
You can now use Multiple selects as a custom fundraising property to use in your pipeline.
Multiple selects are now supported as a custom property for your portfolio company profiles. Multiple selects can be used in tear sheets, filtering, reports and segments.
You can now embed videos directly in Updates. We currently support the following video providers:
You can now export contacts to .csv. We'll include:
Read more in our knowledge base.
Customers can now create and manage custom properties for their fundraising pipelines. Current users can read more here!
Update recipients can now opt out of Updates from specific companies on Visible. (Prior this could happen globally for all companies).
Now that we have thousands of companies sending updates each month we wanted to make sure investors can still receive Updates from some companies but remove themselves from other companies with two clicks.
There is now simply a link in the footer:
We will prompt the recipient to make sure the really want to unsubscribe:
Companies will be able to see who Unsubscribed from their company Updates in the master activity feed as well as individual contact feed.
Dropdowns are now supported in requests. When adding a new block just select the "Dropdown" option.
You'll be able to provide a title, description and as many options as needed.
Companies will be able to quickly search and select their response.