Moving Applications Between Stages
Progress applicants through review.
The Applications board lays applicants out as cards in a column per pipeline stage. To move an applicant forward, drag their card into the destination column.
Each card's actions menu offers two options:
- View Application — open the full application.
- Add as Founder — bring the applicant into your portal as a founder member.
Please note: Keep stages current, since the counts on the Overview tab, the All Applications view, and your reporting all depend on them.