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Can't see 'Investments' in People Directory's Add to Pipeline dropdown. Bug or intentional?" (89 characters)

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Community Member

June 06 at 05:41 pm

In the People Directory, Add to Pipeline, I am unable to see "Investments" in the dropdown. Is this as intended, or am I experiencing a bug?

1 reply

5:41

Community Member

June 06 at 05:41 pm

If you want to add a person to the Investments pipeline, you need to add them to an organization first and then add that organization to the pipeline. The pipeline only allows organizations to be added, not individuals.

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Thread

Can't see 'Investments' in People Directory's Add to Pipeline dropdown. Bug or intentional?" (89 characters)

Hub Support has moved

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Thread

Can't see 'Investments' in People Directory's Add to Pipeline dropdown. Bug or intentional?" (89 characters)

Hub Support has moved

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