NEW! Deal Pipeline Enhancements

The Venture360 you know and love has always given you the customization you needed, when you needed it. We’ve always allowed you to create custom deal stages and reorder them in your pipeline.

But NOW you also have the ability to share some deals in your pipeline while keeping others private.

First, change your group settings to enable the segmentation of your deal pipeline…

screen_shot_2016-06-27_at_5.40.00_pm.png

Then group the stages based on which deals you want accessible to your investors.

Screen Shot 2016-06-27 at 5.09.23 PM

Want to display ONLY the open deals ready for commitment? Done.

Screen Shot 2016-06-27 at 5.13.04 PM.png

How about displaying what’s coming next? Done and Done.

Screen Shot 2016-06-27 at 5.15.04 PM.png

Go ahead…do that happy dance.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply