Knowledge BaseWhat are Notes?
As a registered Fundz user, you have the ability to manage notes for entries.
These notes will be associated with your account, and only you will have access to them.
Add notes to entry
You can locate the field for adding notes in the right column of the entry page.
To add note to entry:
- Go to Fundings / Executives / Acquisitions / Crowdfundings entry page.
- Enter your note in the designated note field
- The note will be saved automatically.
Use Cases for Notes
Notes are perfect for:
- Tracking outreach status and follow-ups
- Recording conversation details and insights
- Noting deal stage or qualification status
- Adding context about the opportunity
- Setting reminders for next actions
Auto-Save Feature
Your notes are automatically saved as you type, so you never have to worry about losing your work. Simply start typing in the note field and your information is securely stored to your account.
If you experience any issues, please reach out to our customer service team for assistance.
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