How Do I Customize Fundraising Pipeline Stages?

Go to Settings and choose Pipelines, or click Edit Pipelines on the fundraising pipeline page. Only people who can manage raises can change pipelines.

Default stages

A new pipeline starts with these stages: Qualified, Interested, Reviewing, Committed, Paperwork complete, Funded, and Lost. You can rename, reorder, add, and delete them.

Add or edit a stage

1. Click Add Stage, or Edit next to a stage.
2. Enter a Stage Name.
3. Choose a Type: Open (still deciding), Committed (has committed capital), Won (funded and done), or Lost (not investing). Moving an opportunity into a Committed or Won stage notifies its owner.
4. Pick a Color.
5. Under Move Here Automatically When, choose an event or leave it as Never. Events include an investor showing interest or reserving, a subscription submitted, a subscription approved or pledge recorded, every document signed, and a pledge fully funded.
6. Click Add Stage or Save Stage.

Automatic moves go forward only. They never move a prospect out of Lost.

Reorder or delete stages

• Drag stages, or use the up and down arrows.
• Click Delete to remove a stage. If it has opportunities, choose a stage to move them to and click Move and Delete Stage.

Multiple pipelines

• Click New Pipeline to create another one.
• In Pipeline Settings, use Rename or Make Default. New raises use the default pipeline unless you choose another.
• Delete Pipeline is available only for a pipeline that isn’t the default and isn’t used by any raise.

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