Add an Action to a Startup Progress with a Candidate Company

Add an Action to a Startup Progress with a Candidate Company

After linking a startup with a candidate company, users can track the engagement progress by adding actions. 


Step 1. On the Progress page under the “Candidate Pool” tab, select the startup-company combination you would like to update. A detail panel will appear on the right side of the screen.

The panel displays the current stage, previous stages, and the most recent update date. To update the startup-company engagement status, click “Add Action” within the panel and record the latest progress.



Step 2. Once you click “Add Action,” you will be prompted to enter the current negotiation stage and any optional notes.

After entering the information, click “Add” to record the action and update the startup-company progress.



Step 3. After clicking “Add,” the updated progress information will be reflected on the Progress page.







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