← Sales

Update Investor

Updates an investor's details and tags in the Carta CRM.

/update-investorcarta/plugins

More in Sales

  • Update CompanyUpdates an existing company record in the Carta CRM.
  • Update ContactUpdates an existing contact record in the Carta CRM.
  • Update DealUpdates an existing deal record in the Carta CRM.
  • Update FundraisingUpdates existing fundraising records in Carta CRM with new details.
  • Update NoteFinds notes in Carta CRM and updates your deal comments.
  • Cold ReviewRuns outside-agent review with classification and evidence.
  • Contributor Pipeline GardeningMaintenance of the contributor issue pipeline for JSONbored/metagraphed — closing.
  • CRM SyncSyncs leads from Zoho CRM into local SQLite with full audit history.