Stages

Article author
Sophie Chitsaz
  • Updated

With Crunchbase’s stages, it’s easy to manage your relationships with the companies you care about. 

  • Monitor your progress with the stages tracker board, which has a simple, kanban-style interface
  • Customize your milestones to fit exactly what you and your team need so you can manage your workflow right in Crunchbase
  • Prioritize your next move using the combined power of your unique notes alongside live Crunchbase company data.
  • Assign tasks to teammates and get notified about past-due items so your team stays on track. 

Current Features

Stages Tracker Board: Monitor companies in your pipeline in a kanban board format. Easily move companies across stages to track status updates and relationships. 

Customizable Stages: Assign stages to companies and personalize to fit your needs on profiles, search and lists. 

 

Tasks: Track follow-up tasks, assign them to team members, and add notes to reference when you’re ready to take action.

 

Accessing Stages

Access the stages tracker board through My Dashboard. You can also access and customize stages in advanced search, query builder, and directly on company profiles. When you’re managing stages, add notes and assign tasks in the side panel. 

We’ll walk you through each one below.

 

Stages Tracker Board - My Dashboard

Access the stages board through My Dashboard from the top global navigation bar.

 

Scan all of the companies in your pipeline with the stages board, and move across stages to track status updates or changes in relationships. 

 

Advanced Search

Navigate to advanced search. Build out your search, then use the dropdown button in the Stages column to edit the status. You can add notes or tasks in the side panel to add more unique context. 

 

Query Builder

Navigate to query builder from the Advanced dropdown in your top navigation menu. 

Use filters to build out your search, and notice the stage column right next to the organization name. To edit details, simply click on the result to open up the side panel.

 

 

Company Profiles 

You’ll find the stage dropdown button in the top left corner of any company profile, right next to the name.

 

Use the dropdown to update the stage, use the side panel to further edit the deal. 

 

Customize Stages 

As Team Owner, you can click Customize Stages to add or rename stages to fit your unique needs - whether it’s evaluating a partnership or tracking relationships. You can customize stages via the stages dropdown on company profiles, search, or lists. 

 

Color code your stages to distinguish one from another, then drag and drop the stages using the icon on the right to rearrange their order.

 

 

If you have any questions, requests, or ideas on how we can improve upon this feature, please reach out to prosupport@crunchbase.com.

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