Configure: Overview

This article will provide a general overview of the Configure tab within your Firm settings.

Table of Contents

Company Statuses

You are provided with 3 Default values. You can add a Company Status that suits your needs. 
You may also click the menu button to choose your default company status .

Deal Statuses

You can add a Deal Status that suits your firms needs. You may also click the  menu button to edit or delete a status type. 

*Please note that you can not edit or delete Closed or Target.

Add New Deal Status

Once added, you can then open a Deal within your firm and select the status you created.

Reorder Deal Statuses. You can reorder Deal Statuses to display in your preferred sequence by following these instructions.

  1. Select “Deal Statuses” from the drop-down menu. Click and hold the three bar icon to drag and drop Deal Statuses into your preferred position.


Industries

There is an extensive list of industry types out of the box and included under the Configure tab per each Industry type (Banking & Finance, Consumer Internet, Education, Energy & Utilities, etc).

Add Industry

Once added you can then select the Industry when creating a new Project.

You may also click the menu button  to edit or delete a Industries type. 

  1. Reorder Industries. You can reorder Industries to display in your preferred sequence by following these instructions.Select “Industries” from the drop-down menu. Click and hold the three bar icon to drag and drop Industries.

Investors

Add investors for your firm within this section. You may also click the menu button to edit or delete a Investors type. 

Add Investors

Once added you can then select the Investor when creating a new Project in the Admin area.

Note Template

Create note templates for your Firm. You may also click the menu button to edit or delete a Note Templates type. 

Add Note Templates

Once added you can then select the Note Template type when adding a new note in the People Notes area.

*Additional detail on Note Templates can be found here.

5. Note Types

Note types can be created within your Firm. They are linked to set Categories (Outreach, Info, Others, All Categories). 

Note Type

You can reorder Note Types to display in your preferred sequence by clicking and holding the three bar icon to drag and drop Note Types to your desired order. 

Once added you can then select the Notes type when adding a new note in the People Notes area.

You may also click the menu button to edit or delete Notes Type.

Seniorities

There are several seniority levels included in your Configure settings. You can add/edit seniorities here. 

Add Seniorities


Once added you can then select the Seniorities type when creating a new Project.

You may also click the menu button to edit or delete a Seniorities type. 

Specialties

There are several specialties included in your Configure settings. You can add/edit specialties here.

Add Specialties

Once added you can then select the Specialties type when creating a new Project.

You may also click the menu button to edit or delete a Specialties type. 

Statuses

There are several Candidate statuses in your Configure settings. They are linked to set Categories that further define each status (In-Placed, In-Offered, In-Contenders, etc)

Add Statuses


Once added you can then select the Statuses type when adding a new person in People within the Projects tab.


You may also click the menu button to edit or delete a Statuses type. 

Reorder Statuses 

You can reorder Candidate Statuses to display in your preferred sequence by following these instructions.

  1. Select the Statuses, and then refine your view to a specific Status Category.
  2. Click and hold the three bar icon to drag and drop Statuses within in each Category to your desired order. 

*Additional detail on Statuses can be found here.

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