
Solo Episode: My CRM Walkthrough
Dear Twentysomething
00:00
How to Fundraise for a Startup
For every contact, I have role is my first custom field. This is for me to remember who introduced me to this person or how I know this person. Then I have basically my fundraising next steps. For everyone, it'll be different what they use. It's really important to customize this.I think you can have more than five fields. You might have to pay a little extra. But as someone that is building something team of one, not trying to over splurge.
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