# How fund statuses appear in your CRM

> Every application you send through a Delsivo portal appears in your fundraising CRM with the fund's live status. Your own stages stay yours.

Source: https://delsivo.com/help/applying/fund-status-in-your-crm · Updated 2026-11-07

## Key takeaways

- Each application you send through a Delsivo portal joins your active round as an investor, source Delsivo portal, in the Contacted stage.
- The fund's status chip is read only and updates by itself when the fund changes the status it shows you on its portal.
- When a status points to a later stage, you see a suggestion to move the investor. Nothing moves until you click.
- Nothing flows back to the fund: your notes, stages, other investors and round terms stay private to you.

Every application you send through a Delsivo portal appears in your fundraising CRM at my.delsivo.app with the fund's live status. Open **Applications** to see them all, or your round's pipeline to see each fund as an investor. The status is the one the fund already shows you on its portal; your own stage stays yours to set.

## Where applications appear

| Place | What you see |
|---|---|
| **Applications** | Every application, sent or not yet sent, with the fund's status, the date you sent it, what is waiting on you, and where it sits in your round |
| **Your round's pipeline** | Each fund you applied to, as an investor with the source **Delsivo portal** and a status chip |

When you send an application, the fund joins your active round in the **Contacted** stage (or the second stage of a round with different stage names). If you haven't started a round yet, **Applications** offers **Go to rounds**; once you create one, your applications join it.

## The fund's status

The chip shows the status the fund set: **Received**, **In review**, **Interview invited**, **Interview completed**, **Information requested**, **Not now**, **Decision made** or **Withdrawn**, in the fund's own words if it renamed them. Hover or focus the chip for what it means. It updates by itself and you can't edit it.

You never see the fund's internal stages, scores, notes or who reviewed your application. Some funds share status only on their own portal; their chip reads **Status on the fund's portal**.

## Suggested stage changes

When a fund's status points to a later stage, **Applications** shows a suggestion, for example: the fund is now **Interview invited**, so you are asked whether to move it to **Engaged**.

- **Move to Engaged** moves the investor. **Undo** in the message puts it back.
- **Dismiss** leaves the investor where it is.

Suggestions only point forward, and never out of a closed stage. **Decision made**, **Not now** and **Withdrawn** suggest nothing: the fund's message in its portal's **Updates** says what it decided.

## Waiting on you

An application with an open request or an interview invitation shows **requests waiting** or **Interview invitation**, with the next due date. Click it to open the fund's portal, where you are signed in with your Delsivo account.

## Frequently asked questions

### Can the fund see my CRM?

No. Your notes, stages, other investors, probabilities and round terms are never visible to any fund, and a fund can't learn that you applied elsewhere.

### I moved a fund to Passed. Will it come back?

The investor stays in **Passed**. Its status chip keeps updating, but no suggestion moves it out of a closed stage.

### What if I disconnect a fund?

The application disappears from **Applications** and the status stops updating. The fund keeps what you sent it.