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Varun Turlapati

Sep 03, 2025 at 03:31

User Story: As a fund manager, I should be able to add LPs who are in the Closed stage of my Closing pipeline to other custom pipelines. These custom pipelines, for ex, are useful to schedule events and special office hours or detailed reports that are not fit for a broader newsletter.

Currently selecting persons from the Closing pipeline doesn't allow me to copy to other pipelines, so I need to individually search for these in my LP funnel and then add them.

2 replies

Woody Butler

Sep 03, 2025 at 03:34

This is a great user story, and feedback. Thanks for this, you're right we don't have a great way to do this right now. (We do have an option to target entire pipelines at a time when sending newsletters, which is not a substitute here, but is worth mentioning regardless). I'll start to do some thinking on how we can achieve this.

Varun Turlapati

Sep 03, 2025 at 03:45

I'll accept that answer only if the newsletter draft user story is better. Like, if I can draft templates (actual templates, not drafts) then I can craft investor newsletters. And there is perhaps a way to achieve it, but that's a developer/engineer in me trying to do a DIY solution on top of the solution that is provided. It (my workaround) still doesn't seem as intuitive.

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