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What are the Stages in Deal Memos?
- 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
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