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Change or remove a partner outreach stage

Use the arrows on a card in My partners to move a company one stage, or the trash icon to remove it.

Written By GovPreneurs

Last updated 21 days ago

Move a company along as your outreach goes on. You can also move it back or remove it.

Move a company to the next stage

  1. Open the tab My partners.
  2. Find the company card.
  3. Click the arrow that points right.

The company moves one stage to the right. The arrows have no text. A screen reader reads each right arrow as the step you took, for example "I contacted them".

Move a company back

  1. Find the company card.
  2. Click the arrow that points left.

The left arrow does not work on the first column. The right arrow does not work on the last column.

Undo a move

After a move, the card shows Undo. Click it to put the company back in its old stage.

Remove a company

  1. Find the company card.
  2. Click the trash icon.

The company leaves your list at once. The page does not ask you to confirm, and Undo does not bring it back.

What you see next

The card shows in its new column. The count in each column heading changes.

Add the company again

Open the company panel in Find partners and click Save to my partners. See Add a company to My partners and track outreach.

⚠️ If this does not work: If a card does not move, reload the page and try again. If a company is missing, read Why a partner is missing or has incomplete data.

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