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How do you edit what happens to the stage of a Limited Partner after they sign the PACT?
2 replies
Hi Alex, after a Limited Partner signs the PACT, they are automatically moved to the "PACT Signed [HOLD]" stage in the Limited Partners pipeline. This process is automated and happens as part of the flow of actions within stages. Let us know if you have any further questions.
You can also edit which stage the prospect is moved to from the PACT Settings page. See screenshot.

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