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how to add a investment counter on a custom pipeline

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Accepted Answer
Jan 30, 2025
Thank you for you quick reply! I tried to do it in the Dealflow and Investments but I wanted to limit the access to this specific pipeline. As I saw it was not yet possible, I made a custom one. The summing counter would be really helpful, so, regarding that we would like to have one in the future and the access limitations, do you advise to do it in this custom pipeline (not yet with the counter) or create a new one on the dealflow (and wait for the access limitations)?
Jan 30, 2025 4:32pm
@Catarina Veiga
 This is the first time I've heard the request for summing functionality for pipelines, and we're already planning a more comprehensive expansion to our permissions, so I'd advise to use the dealflow option.
Jan 30, 2025 5:31pm
Ok, perfct. Will do so. Thank you for your help!
Jan 30, 2025 5:42pm
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