Articles on: New Platform Updates

New Platform Update: 2023-09-01

September 1st, 2023 - DealRoom Product Updates

Improved Pipeline Permissions V.2 - We are thrilled to introduce a significant upgrade to our pipeline permission system. Now you'll have the ability to finely tune permissions based on customizable deal criteria. These deal criteria that you customize (i.e. phase, status, deal type, country code, industry, etc.) are defined in Settings under Custom Fields and Phases. This upgrade eliminates the need to grant blanket access to the entire pipeline, empowering you to grant access solely to the relevant deals that each member should have visibility into.

Progress Bar View is Back! - In the requests view, we've reintroduced the progress bar view button. Click it to gain a high-level overview of request status in each worklist. This feature enables you to track open, in-progress, and resolved requests, helping you identify bottlenecks and make data-driven decisions.

Easily Expand and Collapse Request Categories - Now, with a single click, you can effortlessly expand and collapse all worklist categories in the requests view. This feature simplifies navigation, ensuring you can focus on what matters most.

Customizable Default Task Statuses - You now have the flexibility to delete or edit the default task statuses, including Open, In Progress, Resolved, and Reopened. Tailor them to suit your unique workflow, or create your own statuses as needed.

Filter by Unassigned Tasks - Effortlessly identify tasks that haven't been assigned to your team by using the "Show unassigned" filter. Ensure that no task gets forgotten or left undone.

Improved Timeline Functionalities - Navigate through your timeline more effectively by clicking the button on the far right of a task. This action takes you directly to the task's precise location, enhancing timeline management.

We hope these updates empower you to work smarter and accomplish more within DealRoom. If you have any questions or need further assistance, our support team is here to help.

Updated on: 04/01/2024

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