Articles on: Pipeline General

How do I create a deal or a 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. To create a new room, follow the steps below:

Go to the Pipeline, click on "New deal" on the upper right corner of the page, as shown below:

There are three ways to create a new room:

Use Playbook: You can choose the playbook that fits your need the most to populate your room initially and start working on it.

Keep Blank: You can create a blank room and start creating request lists and categories from the scratch.

Copy Room: You can choose the room from where you can copy selected items including groups, folders, requests, labels and so on.

Updated on: 08/05/2023

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