In order to classify a contact as an investor, you can do this by just one action.Go to your Contacts and select a contactGo to Preferences Change default investor toggle from ‘no’ to ‘yes’Related ArticlesContacts - Create a location preference (web)Contacts - Edit contact information (mobile)How can you share contacts with SweepBright? (mobile)How can I register a call in SweepBright (mobile)Find or Create Contact Action on Zapier