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How to change an investors stage in your pipeline
How to change an investors stage in your pipeline

This article will help you with out to update an investors stage in your pipeline

Matt Preuss avatar
Written by Matt Preuss
Updated over 3 months ago

To update the stage of your investor, you will want to open your pipeline and click the investor's current stage. This will unfurl the potential stages you can change the pipeline stage to. Click the stage you want the investor switched to.

See screenshot below

Let us know if you have any questions.

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