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Docs/Fundraise/Screening

Screening

Screening Call. Review 30-minute invitations as individual cards. Accept, reject, or review. The proposed time stays on the card. A Zoom, Meet, or Teams link appears when Narro has added one.

What Screening is

Screening is the first live engagement stage. The current record is what they see. You are not assembling a new pack for each first look. If the profile or the deck is thin, finish Prepare before you fill this list. Accepting a call does not guarantee acceptance to pitch.

What you see

Title: Screening Call. Stage chrome: Readiness, Screening, Pitch, Deep Dive, Closure. Tabs: Scheduled and Completed, with counts. Scheduled holds pending invitations and booked sessions. Completed is the history.

Fundraise

Screening Call

  1. Readiness
  2. Screening
  3. Pitch
  4. Deep Dive
  5. Closure

Review invitations as individual cards. Accept, reject, or review.

Scheduled 2Completed 0
Screening Call. Stage chrome with Screening current. Scheduled and Completed tabs.

Screening invitationPending

Proposed time stays on the card. A Zoom, Meet, or Teams link appears when Narro has added one.

RejectAccept
Invitation card. Pending. Reject or Accept. Meeting link when Narro has added one.

How you engage

  • Accept or reject. On the card. The same state updates on Engagements.
  • Review the time. The proposed time stays accurate on the card. Do not keep a private calendar as the source.
  • Join when a link exists. Zoom, Meet, or Teams, when Narro has added one.

Empty and expired

No scheduled screening calls is a real empty state, not an error. Expired invitations sit in a notice if they lapsed before a response. Contact support if you still need to schedule.

PitchThe meeting stage after Screening.Company recordWhat a first look actually sees.
PreviousEngagementsNextPitch

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What Screening isWhat you seeHow you engageEmpty and expired