where the pipeline?
2 replies
The pipeline in Decile Hub refers to the stages that a prospect (potential investor) follows along in the fundraising process. You can manually move prospects to the appropriate stage in the closing pipeline by checking the box next to the LP's name and changing their stage, or by clicking on the dropdown menu button underneath the column 'STAGE' and changing the stage.
Catalina, the pipelines you currently can see in your Hub left nav overview are called Fundraising, Closing, and Connectors. Let me know if you would like me to guide you through them, feel free to book time for a quick Zoom call via my calendly link: https://calendly.com/rjn-2.
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