In order to classify a contact as an investor, you can do this by just one action.
Go to your Contacts and select a contact
Go to Preferences
Change default investor toggle from ‘no’ to ‘yes’

In order to classify a contact as an investor, you can do this by just one action.
Go to your Contacts and select a contact
Go to Preferences
Change default investor toggle from ‘no’ to ‘yes’