hi I've sending PACTs and noticed my dashboard looks different somehow. How do i go back to the default dashboard as now I can't seem to send out PACTs, I only see the PACTs received. thanks!
Hey Yvonne, I'll share some info first, then clarify your request second: if you go to "PACTS/Commitments" under "Investors" in the left nav, that should allow you to see your signed pacts and link for pacts too: https://entermedia.decilehub.com/pipelines/L8Z2Vv8O/pacts
Your "Investors" page will show you a detailed list of all your fundraising prospects, and prospects will have a direct "send pact" button for easily sending that specific email template. https://entermedia.decilehub.com/pipelines/L8Z2Vv8O
To add new prospects, you can do so in the top right.
To clarify though, you would still appreciate a link to the more simplified view where you just entered a person's name and email, and then could send a pact directly from that? (We're trying to improve this process, so any feedback here is welcome!)
Hi Woody, thanks for your fast reply! Ive managed to send a PACT base The attached pix is the Investor section. My default dashboard looks different and I'm not sure if there is a "change view" button. But i prefer the old dashboard because I can see both potential LPs pending PACTs and those that have signed.
Sure, I can help here a bit. This is the kanban view of the pipeline. Right now you have the closing stage collapsed as well, which I see has some prospects in it. If you expand that, you'll be able to see those who have signed PACTs as well.
To go back to the standard/table view of the, the change view button is the "eye" icon here:
Hi Woody Yes I noticed the Kanban view. Thanks! It used to default to that view.
I’ve also shared a screenshot with the new ui buttons on the top right missing from my dashboard.
I’m good with the ‘initial email PACT send’ to a new prospect. I understand why the settings are required. So no change request on my side for this feature :)
That’s right, the new UI is being standardized, and we’ll be sunsetting the old UI soon. Is there any feedback you have on new UI that you’d like to provide so we can improve it?
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