How do I create a deal or a new room?
How to Create a Deal or New Room
Only those who are on a Professional or Enterprise plans have the access to Pipeline to be able to create an additional deal and/or room.
Note: You can create a deal card without opening a room right away.
To create a new room, follow the steps below:
Go to the Pipeline, click on the blue button labeled New deal on the upper right corner of the page, as shown below:
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A pop-up window will appear where you can enter the details of this deal directly.
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Optionally, in the second tab at the top, select Room. Here you can toggle the option to setup a room right away. If you turn this on, 3 options will appear:
Blank room: You can create a blank room and start creating request lists and categories from the scratch.
Use playbook: You can choose the playbook that fits your need the most to populate your room initially and start working on it.
Copy room: You can choose the room from where you can copy selected items including groups, folders, requests, labels and so on.
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Once you have entered the details and made your room selection (if applicable), click the blue button at the bottom of the pop-up window. The button will either say Create deal or Create deal and room, depending on your selection.
That's it! You have successfully created a new deal or room in DealRoom.
If you need further assistance or have additional questions, please don't hesitate to reach out to our support team.
Relevant Articles:
How do I download entire rooms from DealRoom?
How do I delete or close a room?
How do I import a request list?
Updated on: 12/02/2025
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