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.
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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