which is the best way to mark a deal as "waiting for information from the startup"
I'm looking for best practices from you all. I'm pretty sure we can get away with it using a tag but I'm wondering what everyone else is using.
Hi ! There are a few options.
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If you like your stages the way they are (#1 - Quick Note): you can use Quick Note for this - use the gear icon in your pipeline to organize your columns, make sure the quick note is somewhere immediately visible, then just add this type of comment as the most visible quick note.
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If you like your stages the way they are (#2 - Tags): as you mentioned, tags can work for this.
- If this is common enough and you're up for updating your stages: this is the type of status that actually works well as a standalone stage. If you'd like to customize your stages, check out Dealflow -> Deals -> {pipeline} -> Stages and Settings. There you can set up a custom stage.
The 90-second video below shows you how to set up your Deals pipeline in a way that works for you.
Great thanks I think this is common enough that we should go for the 3 option can you please experiment setting that up