Hello, could you please help me create a new pipeline called In Person Event? I want to use this event to organize the invite list for the fundraising event with my venture partners to invite guests and see who has accepted and who has yet to. Thank you!
5 replies
Hi Pablo, thanks for reaching out. Please note that a custom pipeline called 'In Person Event' has been created in your Hub account, you will be able to find it in your left nav under 'OTHER PIPELINES'. Let us know if you have any further questions or comments.
Thank you so much, Robert. I appreciate it! Can my team members have access to this pipeline? I want my venture partners to have access, but I am unsure if they do or don't, and I can't seem to find a place to give them access like in the other pipelines. Can you let me know? Thanks
Hi Pablo, your team members can certainly access this custom pipeline. Here's how you can enable it:
- Go to 'Settings'.
- Select 'Teams'.
- Toggle on 'Admin access'.
For your awareness - we're currently developing more detailed access controls for pipelines. This means you'll soon have even finer control over different pipelines, such as 'other pipelines', and who can access them. We'll keep you updated on this progress.
If you have any more questions or need further assistance, please let us know.
Perfect, thanks so much, Robert. One quick question: is there any way I can copy the stages of another pipeline to this new pipeline? A lot still works, but I don't have to do double work. Thanks!
Tuesday, December 05, 2023
At present, Hub does not support the direct copying of stages from one pipeline to another. To achieve a similar setup in a new pipeline, the stages would need to be manually created and configured to align with those in your existing pipeline. We understand how valuable such a feature could be, and I want to assure you that your request has been duly noted and added to our list of potential product enhancements. Our team is always working to improve Hub, and feedback like yours is crucial in guiding our development priorities.
If you have any further questions or if there's anything else I can assist you with, please don’t hesitate to ask.
If you have any further questions or if there's anything else I can assist you with, please don’t hesitate to ask.
Apply to VC Lab Cohort 17
Get full access to Decile Base and the Decile Hub venture platform for free by joining the VC Lab program.
Apply to VC Lab Cohort 17