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Visible for Companies
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Visible for Investors
- Getting Started with Visible for Investors
- Metrics - For Investors
- Requests - For Investors
- Reports - For Investors
- Investment Data - For Investors
- Portfolio Company Profiles
- Dashboards and Tear Sheets - For Investors
- Updates - For Investors
- Fundraising - For Investors
- Account Set Up - For Investors
- Exporting Data - For Investors
- How can my portfolio companies use Visible?
- AI Inbox - For Investors
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Company and User Settings
How to change an investors stage in your pipeline
This article will help you with out to update an investors stage in your pipeline
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.