How to Use Pipeline for Mobile
In M&A, deals never sleep. That’s why we’ve made it easy for you to stay on top of your pipeline, even on the go. This article will break down how to manage your pipeline using our mobile web experience.
Pull Up Web Browser: Chrome works best. Once selected, navigate to DealRoom.net and log in as you would on a desktop.
Navigate to Pipeline: Here you can create a new deal card, take notes, add contacts, assign tasks and essentially manage your pipeline just as you would if you were at your office. Watch the short video below to see it in action.
Note: You will not have the ability to create a room or remove from pipeline.
Open your web browser (we recommend Chrome).
Tap the Share icon.
Select Add to Home Screen.
In the popup window, the default title will read "A Software Platform for Buyer-Led M&A™". We suggest renaming it to DealRoom, but feel free to choose your own name.
Tap Add in the upper right corner. Check your home screen to ensure it's saved. You can now easily access DealRoom on the go!
At this time the help button is not functional. If you need support during a mobile experience, please email support@dealroom.net.
For specific questions, contact DealRoom Support via the in-platform chat or email us at support@dealroom.net. We're here to help.
Pipeline Deal Cards Overview
Overview of Pipeline Dashboard
Using DealRoom on Your Mobile Device
Pull Up Web Browser: Chrome works best. Once selected, navigate to DealRoom.net and log in as you would on a desktop.
Navigate to Pipeline: Here you can create a new deal card, take notes, add contacts, assign tasks and essentially manage your pipeline just as you would if you were at your office. Watch the short video below to see it in action.
Note: You will not have the ability to create a room or remove from pipeline.
Add DealRoom to Your Home Screen
Open your web browser (we recommend Chrome).
Tap the Share icon.
Select Add to Home Screen.
In the popup window, the default title will read "A Software Platform for Buyer-Led M&A™". We suggest renaming it to DealRoom, but feel free to choose your own name.
Tap Add in the upper right corner. Check your home screen to ensure it's saved. You can now easily access DealRoom on the go!
At this time the help button is not functional. If you need support during a mobile experience, please email support@dealroom.net.
For specific questions, contact DealRoom Support via the in-platform chat or email us at support@dealroom.net. We're here to help.
Relevant Articles
Pipeline Deal Cards Overview
Overview of Pipeline Dashboard
Updated on: 08/05/2025
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