How to remove investors from LP Closing pipeline? Function disabled. Also need to delete from Capital Accounts. Thanks!

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Jun 06, 2023 at 17:39

hi Decile hub - how can I delete or move out of pipeline investors under LP Closing? it says the function is disabled. Just noted they also get added to Capital Accounts automatically , so will have to delete from there as well. Thx!!

1 reply

Travis Giggy

17:39

Hi Andres, the Capital Accounts and LP Closing pipeline are linked, so if you delete a Capital Account, it will also be removed from the LP Closing pipeline. This process is not ideal, but only Decile Admins can currently delete Capital Accounts. If you want any Capital Accounts removed, please let your VA know and we will work on getting a better process in place soon.

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