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:
A pop-up window will appear where you can enter the details of this deal directly.
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.
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.
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: 16/06/2023