Configure Your Pipeline
Click Configure Pipeline on the Deals page to open the pipeline editor.- Phases group the stages (columns) of your pipeline, for example an “Acquisition” phase holding New, Screening, and In Review. Click Add Phase to create one, and rename it by editing its name.
- Stages live inside phases. Type a name in Add stage to create one, rename a stage in place, and use Move to Phase to put it in a different phase.
- Order follows the editor: drag phases and stages by their handles, or use the Move Up and Move Down buttons.
A stage that still has deals in it can’t be deleted. Move or remove its deals first. Renaming a stage moves its deals and its goal along with it.
Stage Goals
A stage goal is a prompt that runs automatically when one of your deals enters that stage. It starts a new chat session on the deal and does the work for you: draft an IC memo when a deal reaches IC Review, build a first model when it moves to Screening, and so on.1
Open the stage's goal
In Configure Pipeline, click Set Goal on a stage. You can also click the lightning icon on the stage’s column header in Pipeline view.
2
Write the goal
Describe what Apers should do, the same way you’d write a chat message. For example: “Draft an IC memo for this deal.”
3
Choose whether to auto-approve
Auto-approve actions is on by default, since nobody is watching when a goal runs. Turn it off if you want to approve each edit yourself.
4
Save
Click Save. To turn a goal off later, open it with Edit Goal, clear the text, and save.
How goals run
- A goal runs on deals you own. On a shared deal, the deal owner’s goal for that stage is the one that runs, and it uses the owner’s credits.
- Each stage’s goal runs automatically at most once per deal.
- Saving a goal doesn’t run it on deals already sitting in that stage. Those deals show a Run goal strip on their card: click it to run the goal on that deal.
- While a goal works, the deal’s card shows Running (or Queued while it waits to start), then Ready when it’s done. Click the strip to open the chat.
Map View
Switch to Map on the Deals page to see your deals plotted by address.- The On map panel lists every deal that has an address. Check or uncheck deals to choose which ones appear, or use Select all and Clear all.
- Click a pin and choose Open deal to go to that deal.
- Deals without an address don’t appear. Add a property address to a deal to plot it.