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2

Pipeline settings

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Stages

Rename and reorder your open stages by dragging or with the arrow buttons. Onboarding, Invested and Lost are managed automatically and stay in place. You can have up to 12 open stages.

      Tags

      Tags label contacts. Deleting a tag removes it from every contact.

        Import

        You currently have 45 contacts and 45 opportunities in your pipeline.

        Imports contacts from your past invites, interest requests and proposals. Safe to run again.

        Copies your existing investor tags into the pipeline and applies them to matching contacts. Safe to run again. (0 investor tags available)