How to move companies through stages

Your guide to moving potential investments through your stages

 

Moving companies through stages

There are multiple ways to move companies through to another stage, in this section, I will go into detail about the different ways to achieve this.

  1. Drag and Drop - Whilst you are in the stage view, each card within a stage can be dragged and dropped into whichever stage you require to be in.

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2. Within Company Page - Within a company page, you can use the options on the top right of the page to move the company into its next stage.

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You also have the ability to perform batch movements of companies into other stages through the use of the Table View within Edda.

Screenshot 2024-04-17 at 11.21.55

If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.