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Hub Support

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0

Posted by

Apppple H. Owner
I was testing the PACT preview today and found that the preview of the PACT doesn’t load.
So, LPs would need to check the box, but can’t preview and actually read it.
I tried with two different browsers with same result.
0

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!
1

Posted by

Community Member
How does the Directory of People and Organizations work in Hub?
1

Posted by

Community Member
What is the meaning of a prospect, stage or action within a pipeline?
1

Posted by

Community Member
How can I paste a name and email address into the smartbox to quickly create a person, organization, or prospect?
1

Posted by

Community Member
How to merge People Records?
1

Posted by

Community Member
How can I configure my pipeline stage to automatically move a prospect to another stage?
1

Posted by

Community Member
Why can I not send an identical email to a prospect within 24 hours?
1

Posted by

Community Member
How can I access the LP Closing pipeline?
1

Posted by

Community Member
1

Posted by

Community Member
How does Email Automation work?
😀 1
🤑 1
😗 1
1

Posted by

Community Member
What is a difference between Open and Closed Round?
1

Posted by

Community Member
How can I close the Deal Memo?
1

Posted by

Community Member
Where can I edit my Public Website in Decile Hub?
1

Posted by

Community Member
Does signing a PACT impact the prospect information?
1

Posted by

Community Member
What is Stage Automation within the PACT Settings?
1

Posted by

Community Member
1

Posted by

Community Member
Does PACT pre-populate the name when I am sending a PACT link in an email through Pipelines?
1

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