Using the Platform

Learn to use Fundstack's most powerful features

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13 articles in this collection
Written by Nicolas Sharp, Henry Black, Abinet Berhanu and 1 other

Deal Flow

Using the Kanban deal flow functionality
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Written by Nicolas Sharp
Updated over a week ago

Custom Fields

Adding custom fields to your company and people profiles
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Written by Henry Black
Updated over a week ago

Exporting Data

Learn how to export you data into Excel and CSV formats
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Written by Abinet Berhanu
Updated over a week ago

Custom Metrics

Adding and using custom metrics for companies
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Written by Henry Black
Updated over a week ago

Adding Companies and People

Quickly add companies and people with auto-enriched data
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Written by Henry Black
Updated over a week ago

Originations

Tracking where your deals come from
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Written by Henry Black
Updated over a week ago

Export your Data

Learn how to export data in Excel and CSV formats
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Written by Nicolas Sharp
Updated over a week ago

Viewing and Uploading Files

Use Fundstack's file features to better organise company files
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Written by Nicolas Sharp
Updated over a week ago

Inbound Email Integration

Learn how to forward your emails into the Fundstack platform to index your communications and empower your workflow
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Written by Alexander Christie
Updated over a week ago

Email Commands

Learn how to attach commands to emails you send into the Fundstack platform
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Written by Alexander Christie
Updated over a week ago

Tasks

Learn to use Fundstack's powerful task feature
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Written by Nicolas Sharp
Updated over a week ago

Creating and Managing Lists

Learn how to use Fundstack's powerful list feature
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Written by Nicolas Sharp
Updated over a week ago

Delete a Company or Person

Learn how to delete companies and people you no longer wish to track
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Written by Nicolas Sharp
Updated over a week ago