hello, how to move a deal from "prospects" to "deal memos", also i changes teh stage of a deal to "prospecting" but cant find it anywhere now , where do i find it /?
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Hi @Fadi Antaki, to create a deal memo for a company, you create a new deal memo for that organization. It's not a pipeline stage per se, any organization can have one (or more) deal memos. (This may come up for documenting follow-on investments). You can make one on the deal memo page here: https://bitroot.decilehub.com/deal_memo/deal_memos?from_pipeline_id=3nzgmoq8
What's the name of the organization you changed the stage of? Does it appear when searching your deals pipeline?
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Community Member
Hi
@Fadi Antaki
, to create a deal memo for a company, you create a new deal memo for that organization. It's not a pipeline stage per se, any organization can have one (or more) deal memos. (This may come up for documenting follow-on investments). You can make one on the deal memo page here: https://bitroot.decilehub.com/deal_memo/deal_memos?from_pipeline_id=3nzgmoq8
What's the name of the organization you changed the stage of? Does it appear when searching your deals pipeline?
What's the name of the organization you changed the stage of? Does it appear when searching your deals pipeline?
Community Member
was able to find it when i changed teh view, thanks
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