is there a way to know who created a pipeline?
I’ve entered a company to start a file and make notes about them for investment consideration, and then the company submitted through our website with additional info and it went into the funnel in ‘Added’. I’d like to merge these 2 entries for the same company but don’t see a feature to do it.
I have decile hub integration into gmail. I see that i can send emails via decilehub. But it's unclear if decile hub is capturing emails that are sent to contacts when I send that email outside decilehub and instead natively through my linked gmail account. I have examples where the email is captured by decile hub and correctly linked to the contact. But in other situations it seems not to work. It definitely doesn't work if I send the email in Gmail first and then next add the contact into decilehub. Two questions. 1. What is the intended behavior here so I can understand? 2. Ideally, decilehub would use the gmail integration and would pull in all communication into the user record in decilehub regardless if the email was sent via decilehub or via gmail directly Thanks!
I have decile hub integration into gmail. I see that i can send emails via decilehub. But it's unclear if decile hub is capturing emails that are sent to contacts when I send that email outside decilehub and instead natively through my linked gmail account. I have examples where the email is captured by decile hub and correctly linked to the contact. But in other situations it seems not to work. It definitely doesn't work if I send the email in Gmail first and then next add the contact into decilehub. Two questions. 1. What is the intended behavior here so I can understand? 2. Ideally, decilehub would use the gmail integration and would pull in all communication into the user record in decilehub regardless if the email was sent via decilehub or via gmail directly Thanks1
I have a newsletter on mailchimp so need to import my unsubscribes over
I'm looking for the standard "email viewed" capability that is in CRM products.
Hi hub! I update the URL name but the old name still appears on the main URL/Investment Form URL. Am I missing something?
I created a pipeline, but now I can neither rename it or completely remove it. Is there a fix? Thank you in advance!
Hi All! I just recently joined Decile Hub. I'm beginning to add my LP prospects, and I have a good deal of previous communications in my Google email inbox. Is there a way to import LP prospects from previous email threads on my linked Google account, or do I have to add them in manually? Thanks!
When I add a view in the funnel, how can I include only a subset of the pipeline in it?
Hi! After installing the extension including the API Key, I keep getting stuck on this extension page (see screenshot). I removed the Extension and re-downloaded it, but still getting the same issue. [Screenshot 2024-10-27 at 1.35.02 PM.png]
Hi team, I'm part of Cohort 16. Can the admin team please send calendar access to prajay@holocene.africa? I would like to have all events/sessions on my calendar. Thanks! Best, Prajay
Hello - I have been trying to send a PACT to an LP since yesterday. We have tried using two different emails for them but they havent received either. We have checked spam and I have received the test. I linked one of my email accounts as well. I've tried everything please advise. Thank you!
How can I 1) change who on my team is asked to rate memo, 2) change or assign which questions for them to rate? Base tells me to go into Deal Memo-->Settings, this doesn't give me the ability to do that?
I have not be able to get the variables to change each time i send a batch email out to multiple LP prospects. Tried to save a template. All the fields are setup correctly. Sending individual emails the variable (First Name) populates correctly. There is even a notice right a way pop up stated: "Note: Variable personalization for this email will be applied using the first existing recipient's details." Any help? thank you, Vincent
I would like my colleagues to be alerted by email or text when there has been activity in our Decile Hub account. For example, say I met a founder. Once I add her contact information, meeting notes, and other relevant information in Decile Hub, I would like the option of circulate some or all of that information to my colleagues. Can that task currently be accomplished in Decile Hub?
Congratulations on upgrading your Hub account! You've unlocked many powerful features, and this post will instruct you on how to enable these things. Gmail 2-way sync The Gmail sync feature will retrieve the last 10 messages for all prospects in your Hub account who have the same email address in your Gmail account. It takes a few hours for the sync to complete the first time, and then your data will be synced twice per day afterward. To enable Gmail sync, click on your profile photo in the upper-right corner of Hub, then choose Integrations from the dropdown. You will see a button to connect your gmail account. You will need to log in with your Gmail credentials and approve the permission scopes. API Access From the left nav of your Hub account, expand Settings > API, then click on API Tokens. If a token does not already exist, create a new token. Hub Chrome extension The Hub Chrome extension uses AI to read the contents of any web page and insert a new prospect into one of your pipelines. To install and enable your Hub Chrome extension, follow these steps: Download the Hub Chrome Extension from the Chrome Web store When you first launch the extension it will ask you to paste in the API key from Hub (instructions to create an API key are above). You'll only need to do this once. After the first time, all you need to do is launch the Chrome Extension when you're on a page which contains a person's info you want to import into Hub. AI Generated Email You can use AI to help generate emails and email templates within your pipelines. You will see a new tab called "AI Assistant" to the right side of your email. Make sure the "Purpose" is completed and click the "Generate" button to have AI re-create the email for you. The AI uses all your notes and past emails to customize your message.
If I want to add our investments to a portfolio company it shows the message 'Investment not selected' plus an error "Funding round investors firm admin portfolio company investment can't be blank" [image.png] [image.png]
Hello Decile Hub team, Could you please change my currency from EUR to CHF ? I am conscious that it will change my figures and it is ok. Thanky in advance,
As the information of Limited Partners can be sensitive, I am wondering whether only writer (and team) can check.
When adding someone with the Chrome extension that isn't an LP, Connector, or Recruit (e.g. an Entrepreneur, PC executive, etc.), what is the easiest way to insert them directly into the general Directory so they show up in the "People" database? When using the Chrome extension, you must choose a "Pipeline" to import the contact into. I am logging deals and want to use the extension to add the entrepreneurs from the deals I'm reviewing directly into the "People" database since they don't fit into the other database categories. Thanks.
For a fund with international investments, does DecileHub track differences in currency? Or is the best practice to simply keep all investments denominated in one currency?
- How are comments in the "Transaction comment" section typically structured within Decile Hub? - How is automation in activity triggered when updating valuations? Are there parameters to trigger automation?
Do the LPs receive something like a one-click invoice in the form of a capital call or a link with a personalized message from the GP?
Decile Base Answer: I can't confidently answer this question, please start a new Decile Base post to have this question answered.
I'm looking to automate my Decile Hub workflow and would like to know if there's a way I can connect Decile Hub and Zapier. Even if it's through the Decile Hub API.