Please note that this setting is available for admin users only.
Adding a stage
To add a stage, navigate to Account settings > Configurations > Investment pipelines/Fundraising pipelines. Click on the pencil button and you will have the option to add a new stage.
Renaming a stage
To rename a stage, navigate to Account settings > Configurations > Investment pipelines/Fundraising pipelines. Click on the pencil button and you will have the option to rename stages. When done renaming click the save button next to the textbox.
Deleting a stage
To delete a stage, navigate to Account settings > Configurations > Investment pipelines/Fundraising pipelines. Click on the trash button and you will be promted to delete the stage Please note that you cannot delete a stage if it contains 1 or more deal(s). In such a case, you would have to move the deals (also passed & on hold deals) in the said stage to another stage first.