Hi guys, having some issues with the Recruiting Pipeline... how can I identify certain people as both potential Investors and potential Team Members (Venture Partners) and Connectors? And where can I state the role for which a Team Member is recruited? Thanks much!
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Hey! Although there is no explicit "Role" field, you can use Tags to achieve the same result. Simply click on a prospect in the pipeline, scroll down to the Tags section, and add any relevant tags. You can then use the search bar within the pipeline to filter to just those tags if needed.[temp_image_support.jpg]
1 reply
Hey! Although there is no explicit "Role" field, you can use Tags to achieve the same result. Simply click on a prospect in the pipeline, scroll down to the Tags section, and add any relevant tags. You can then use the search bar within the pipeline to filter to just those tags if needed.
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