New Platform Update: 2023-12-15
December 15th, 2023 - DealRoom Product Updates
Revamped Requests Modal UI: Say hello to a sleeker, more powerful Requests Modal UI! We've overhauled the interface to provide you with advanced functionalities, including:
Seamless movement of requests across categories with the intuitive search bar.
On-the-fly creation of new subcategories without navigating away.
Text customization options such as bold, italicize, and highlighting directly in the description.
Other UI design enhancements
Tell us what you think about these updates - your feedback matters!
Note: We've expanded functionality when it comes to creating new requests. Now, kickstart your requests with even more information right from the beginning!
New Feature: Notes in BI Reports! - Experience a new dimension of collaboration with our latest feature - Notes in BI Reports! Now, you can:
Embed deal notes directly in your Business Intelligence reports.
Apply dynamic filters and download reports in Excel or PDF formats.
Include crucial details like deals, note dates, and authors for a comprehensive overview.
By integrating deal notes into BI reports, we're empowering decision-makers with deeper insights for more informed choices.
Deal Tasks - On the deal card, alongside emails and notes, you can now create tasks too! When you create tasks for a specific deal, you'll automatically be sent reminders in app and to your email so nothing is forgotten! These will also show up in the Your Work tab with room-related tasks, so everything is in one place. Ensure timely follow-ups, and foster accountability among team members during the initial due diligence process.
If you have any questions, please don't hesitate to reach out to our support team!
Revamped Requests Modal UI: Say hello to a sleeker, more powerful Requests Modal UI! We've overhauled the interface to provide you with advanced functionalities, including:
Seamless movement of requests across categories with the intuitive search bar.
On-the-fly creation of new subcategories without navigating away.
Text customization options such as bold, italicize, and highlighting directly in the description.
Other UI design enhancements
Tell us what you think about these updates - your feedback matters!
Note: We've expanded functionality when it comes to creating new requests. Now, kickstart your requests with even more information right from the beginning!
New Feature: Notes in BI Reports! - Experience a new dimension of collaboration with our latest feature - Notes in BI Reports! Now, you can:
Embed deal notes directly in your Business Intelligence reports.
Apply dynamic filters and download reports in Excel or PDF formats.
Include crucial details like deals, note dates, and authors for a comprehensive overview.
By integrating deal notes into BI reports, we're empowering decision-makers with deeper insights for more informed choices.
Deal Tasks - On the deal card, alongside emails and notes, you can now create tasks too! When you create tasks for a specific deal, you'll automatically be sent reminders in app and to your email so nothing is forgotten! These will also show up in the Your Work tab with room-related tasks, so everything is in one place. Ensure timely follow-ups, and foster accountability among team members during the initial due diligence process.
If you have any questions, please don't hesitate to reach out to our support team!
Updated on: 04/01/2024
Thank you!