Each Deal Memo is about an organization and we can manage the organizations in the Pipelines through stages. The stages section in the Deal Memo Settings helps you define where the organization will appear in the pipeline depending on the Deal Memo Status. You have 4 status choices;
• Active
• Review
• Closed (Approve)
• Closed (Pass).
If we change the status of the Deal memo, the organization will automatically move to the Stage associated with that status. Whatever stages you select, make sure to click Save at the end to save your changes. You might not select any stages to be associated with any status, then the organization will need to be manually moved to the pipelines if you decide to manage it there.
Arcade Video tutorial: https://app.arcade.software/share/YMZ2zCbFmCiNrmmOmJDF
Each Deal Memo is about an organization and we can manage the organizations in the Pipelines through stages. The stages section in the Deal Memo Settings helps you define where the organization will appear in the pipeline depending on the Deal Memo Status. You have 4 status choices;
Active
Review
Closed (Approve)
Closed (Pass).
If we change the status of the Deal memo, the organization will automatically move to the Stage associated with that status. Whatever stages you select, make sure to click Save at the end to save your changes. You might not select any stages to be associated with any status, then the organization will need to be manually moved to the pipelines if you decide to manage it there.
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