We just updated our Zapier Integration so that you can automatically add investors to your fundraising pipeline on Visible with a zap.
Watch the video above to get a quick overview or you can also read more in our knowledge base.
You can now embed videos directly in Updates. We currently support the following video providers:
Customers can now create and manage custom properties for their fundraising pipelines. Current users can read more here!
We gave the metric section a refresh and update. The improvements will make it easier to search, sort, categorize and create new metrics for both investors and companies alike.
Portfolio Company metrics now live in the Metrics tab and are called Portfolio Metrics. They behave exactly the same as they did before but it is not easier to navigate to all metrics, search individual companies, and more!
The major addition for companies is the ability to view all of your metrics in the same tab.
We also moved the "+New data source" button to the top right of All metrics to be more uniform and consistent with the entire application experience.
Refreshing integrations if far more obvious now as well!
You can now export contacts to .csv. We'll include:
Read more in our knowledge base.
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.
We launched new insights for any of your metrics in Visible. We now help calculate:
These new insights are supported in the formula builder, metric alerts and soon to be in the chart builder as well.
We now automatically refresh any new accounts added to Xero or QuickBooks if they have been added after the initial integration setup. No more pinging support ;)
We also added support for Foreign Currency Gains & Losses from Xero.
A small improvement that now shows a contact's respective lists in the fundraising CRM.