Hi,
Can I add additional pipeline? Or, is there an option to enable that?
The reason I'm asking is that we're missing a pipeline for deal sourcing. I understand it is relevant to some VCs (and less to others...). However, providing additional "generic" pipline, that you can configure to you needs, will add amazing CSM functionality at a relatively low effort (I assume).
Any thoughts?
Many thanks!
1 reply
Hi Ofer, we can add a new blank pipeline to your account in just a few seconds. However, before doing so, I want to confirm if the "Investment inquiry form" pipeline that you already have won't work for your deal sourcing needs. This pipeline allows startups to fill out a form and get dropped into a stage of your Investments pipeline, which you can then configure for diligence. Is this what you had in mind for deal sourcing, or do you have something else in mind? If you still want a new pipeline, what would you like it to be named? Once you let me know, we can add it and you should see it in your left navigation when you refresh Hub.
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