Getting Set Up | Fundstack Help Center

Getting Set Up

How to initially set-up your Fundstack account

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10 articles in this collection
Written by Nicolas Sharp, Alexander Christie, Fabian Flatz and 2 others

Getting started with Fundstack

How to quickly get up and running on your new Fundstack account

Written by Abinet Berhanu
Updated over a week ago

Setting up Pipelines and Statuses

How to set-up pipelines and statuses on Fundstack

Written by Abinet Berhanu
Updated over a week ago

Importing Your Previous Data

How to bulk import data into Fundstack

Written by Alex Vale
Updated this week

Setting up Default Company and People Types

How to get started with Company and People types on Fundstack

Written by Abinet Berhanu
Updated over a week ago

Setting up Lists and Categories

How to set-up Lists and Categories on Fundstack

Written by Fabian Flatz
Updated over a week ago

Notification Settings

Setting your Notification Settings on Fundstack

Written by Abinet Berhanu
Updated this week

Setting up Integrations

How to integrate your external tools with Fundstack

Written by Alex Vale
Updated over a week ago

Setting up Your Ecosystem

How to set-up the rest of our Fundstack ecosystem

Written by Alexander Christie
Updated over a week ago

Connecting Your Existing Tools to Fundstack

The first steps to connecting Fundstack to Chrome, Gmail, your cloud storage, and your iPhone

Written by Abinet Berhanu
Updated over a week ago

FAQ

Need a quick reference for the Fundstack basics? Use this cheat sheet.

Written by Nicolas Sharp
Updated over a week ago