Fundstack allows for Company records to be created in a matter of seconds. The platform's proprietary data-enrichment algorithm auto-populates data, saving you valuable time and ensuring better quality reporting.
Adding a new Company on Fundstack
To add a new Company record into your Fundstack account navigate to the Companies Page and click Add Company. As you type a name, Fundstack will auto-suggest Companies to select from. If the company you are looking for does not appear as a suggestion, select 'manually enter details'.
Adding Companies from the Company page is most useful when you want to track the company outside of your Pipelines.
Removing a Company
You can delete a Company from their record page.
In the Company's page view, click Edit and then click Delete. You'll need to confirm this action since it's permanent.
Note: Deletion actions are audited and visible to account admins, get in touch with us at firstname.lastname@example.org to find out more.
Adding Companies Elsewhere
You can also add a new or existing Company directly onto a Pipeline.