New Platform Update: 2025-04-10
April 10, 2025 - DealRoom Product Updates 🚀
We've refreshed the way you can import deals into the pipeline. Now you can quickly import a new deal or update existing deal data in bulk rather than updating each field individually. For an overview, read the help article: How do I import and export deals in the pipeline?
A new document viewer is now live for all customers. The UI remains the same, but search is now easier to use, and watermarks will consistently appear in the header or footer when viewing online.
We’ve updated the UI for fields in the deal card, making it easier to navigate by allowing fields to be grouped together. This section is still fully customizable using our custom fields feature. For a full overview, check out our help article: Pipeline Deal Cards Overview
The upload dialog now shows a folder tree during the upload process. This update improves visibility of your folder structure, making it easier to confirm the destination for your files.
Bug Fixes:
Static watermark option has been restored.
Description for organization storage usage information has been updated for better clarity.
🌟 New Releases
We've refreshed the way you can import deals into the pipeline. Now you can quickly import a new deal or update existing deal data in bulk rather than updating each field individually. For an overview, read the help article: How do I import and export deals in the pipeline?
A new document viewer is now live for all customers. The UI remains the same, but search is now easier to use, and watermarks will consistently appear in the header or footer when viewing online.
We’ve updated the UI for fields in the deal card, making it easier to navigate by allowing fields to be grouped together. This section is still fully customizable using our custom fields feature. For a full overview, check out our help article: Pipeline Deal Cards Overview
The upload dialog now shows a folder tree during the upload process. This update improves visibility of your folder structure, making it easier to confirm the destination for your files.
Bug Fixes:
Static watermark option has been restored.
Description for organization storage usage information has been updated for better clarity.
Updated on: 25/04/2025
Thank you!