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Thread in #Hub Support

Moved Fund II pipeline items disappeared; need help locating/restoring.

Community Member

November 06 at 07:35 pm

Hi Hub Team, I just moved a large chunk of my active fundraising pipeline to the newly set up Fund II pipeline. But when I go into the Fund II pipeline, it kicks me right back into the Fund I pipeline. So I'm unable to see the pipeline at all. Can someone help me figure out where this pipeline went and how to restore it?

5 replies

19:43

Community Member

Nov 06, 2025 at 19:43

Troubleshooting this, I found it put all the Fund I pipeline into a different Fund II pipeline under "Entity wide" and not "firm wide." I don't know the difference between these two pipelines. I'd like some help getting the Fund II pipeline set up properly if possible and these contacts put into the right location in Hub.

14:31

Community Member

Nov 07, 2025 at 14:31

Hi @Genevieve LeMarchal , we'll resolve this now, should take just a few minutes.

14:40

Community Member

Nov 07, 2025 at 14:40

It looks like your Fund I pipeline (https://suncoastventures.decilehub.com/pipelines/0J8Pk7nA) was never associated with Fund I, so it was considered firm-wide. I've just associated the pipeline with the fund, so it will show up under that fund instead of firm-wide now.

I think you should be all set on this now, let us know if there is anything more we can help with here.

19:13

Community Member

Nov 10, 2025 at 19:13

@Woody Butler Thanks! For hygiene purposes. Is there a specific reason to have the pipeline be fund related vs firm wide?

19:20

Community Member

Nov 10, 2025 at 19:20

Not many differences. Biggest difference will be if you want to see it in the navbar at all times, or when just viewing a specific fund / entity. I'd say 95% are best to be fund-related, exceptions are just some connector / custom pipelines from what I see.

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