Enablement Session: Deal Card & Pipeline Imports Updates
A successful M&A strategy requires staying organized to prevent anything from slipping through the cracks. At DealRoom, your pipeline ensures visibility from sourcing to integration.
In early April 2025, we made two updates to the DealRoom Pipeline: a UI update to the Deal Information section in deal cards and a refresh to the Excel import process. Both changes are designed to improve your experience and streamline your workflow.
Watch our on-demand session for an overview of the recent changes, the reasons behind them, and a quick demo to see everything in action.
Pipeline Deal Cards Overview
How do I remove a deal card from my pipeline?
How do I import and export deals in the pipeline?
In early April 2025, we made two updates to the DealRoom Pipeline: a UI update to the Deal Information section in deal cards and a refresh to the Excel import process. Both changes are designed to improve your experience and streamline your workflow.
Watch our on-demand session for an overview of the recent changes, the reasons behind them, and a quick demo to see everything in action.
Relevant Articles:
Pipeline Deal Cards Overview
How do I remove a deal card from my pipeline?
How do I import and export deals in the pipeline?
Updated on: 25/04/2025
Thank you!