Deal Pipeline — Advanced & Customization

Assigned GP

The Assigned GP field on a deal is currently chosen from a fixed list of names rather than pulled from a firm-wide team or user directory.

⚠️ [NEEDS REVIEW] If your firm's actual GPs aren't in this list, contact support — there's no self-service way to add to it today.

Stage progression

Deal Pipeline doesn't enforce any order for moving deals between stages — you can move a deal directly from Sourced to Closed, or backward from Term Sheet to Screening, without restriction. Use this flexibility deliberately; the product won't warn you if a move looks unusual.