6. Add Blockages / Issues

1. On the pipeline page – click “Add Blockage”
2. Add the name of the blockage
3. Select blockage type from the dropdown (this list can be expanded)
4. Choose if this blockage will “block” the (investor) pipeline. This will prevent any progress in the pipeline until the blockage is resolved.
5. Add a description for the blockage (optional).
6. Set the Status (active / resolved / cancelled).
7. Choose a priority so that you can focus on the most important blockages.
8. Assign the blockage to one or more Amplify team members. This is how you request support from a non-involved team member with an issue/blockage.
9. Add a follow up task if you wish to be reminded.
10. Press “Save”