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Posted by

Apppple H. Owner
Issue with Capital Calls Pipeline - LPs Moving to "Submit for Review" (Not super important right now)

Hi team, I have a question regarding the Capital Calls pipeline.

I've noticed that there is a backend process that keeps moving LPs from the "Send Cap Call" stage back to "Submit for Review", even after they've already received the first capital call email.

This is disrupting the workflow and making it harder for fund managers to track the status of LP capital calls. I've seen this issue with Progressive, Geek Fund II, and Zas.

Can someone take a look and see what might be causing this please.

Below are some screenshots!
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Community Member
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Community Member
How can I access the LP Closing pipeline?
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Community Member
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Community Member
How can I configure my pipeline stage to automatically move a prospect to another stage?
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Community Member
How to merge People Records?
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Community Member
What is the meaning of a prospect, stage or action within a pipeline?
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Community Member
What is a difference between Open and Closed Round?
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Community Member
How can I close the Deal Memo?
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Community Member
Where can I edit my Public Website in Decile Hub?
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Community Member
How does Email Automation work?
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Community Member
Does signing a PACT impact the prospect information?
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Community Member
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Community Member
Does PACT pre-populate the name when I am sending a PACT link in an email through Pipelines?
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Community Member
How does the Directory of People and Organizations work in Hub?
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Community Member
How can I paste a name and email address into the smartbox to quickly create a person, organization, or prospect?
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Community Member
What is Stage Automation within the PACT Settings?
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