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Deal Pipeline

  • Deal Pipeline View
    • Kanban View
    • List View
  • Deal Setup
    • Quickly Create a Deal
    • Create/Edit a Deal
      • Create a Deal
      • Edit a Deal
      • Delete a Deal
      • Duplicate a Deal
    • Create a Deal by Email
    • Create a Deal from Mobile App
    • Create a Deal from Outlook Plugin
    • Create a Deal from PitchDeck
    • Create a Deal through Web Form
    • Import from Excel
    • Export to Excel
  • Prospect
    • Preliminary Screening
    • Detailed Application Form (DAF)
    • LICHFL AMC Input
  • Deal Summary
    • Summary Panels
    • Comments
  • Deal Stage History
  • Team
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  • Workflow
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  • Tasks
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    • Add a Document
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  • Reports & Analytics
    • Deal Details (Word)
    • Meeting Report
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    • Pipeline Stage vs Sector Analysis
    • Deal Resourcing Report
    • Deal Funnel Report
    • Weekly Tracker Report
    • Quarterly Snapshot Report
    • Deal Summary Report
    • Dropped Deal Analysis
  • Excel Add-in







        Help Center /

        Deal Stage History

        Under the Additional Information tab, you will see Deal Stage History. This is an auto-populated panel that displays deal stages through which the deal has passed along with the current stage. The details included are:

        • Deal Stage: The stage through which the deal has passes
        • Change Date: The date on which the change was made
        • Changed By: Name of the user by whom the change was made