Overview of the People Tab

A centralized and powerful directory for managing contacts related to deals and projects. It's designed to streamline communication, enhance organization, and facilitate efficient collaboration.

Top Navigation

This section provides tools for managing and interacting with your contact list as a whole.

Search Bar: Allows users to quickly locate specific contacts by searching for their name, email, company, or other relevant information.

"Filters" Dropdown:
"Room" Filter: Narrows the contact list to those associated with a specific project or deal space.
"Group" Filter: Categorizes contacts into groups (e.g., teams, external parties, roles) and filters by those groups.
"Clear All" Button: Quickly removes all applied filters to return to the full contact list.

Record Count: Displays the total number of contacts in the system.

"Export" Button: Automatically downloads an Excel (.xlsx) file containing all user data from the "People" tab.

"Create Announcement" Button: Opens a modal window to create and send announcements to selected individuals or groups within specific rooms. Includes a rich text editor for composing messages.

Note: Sending an announcement will send an immediate notification to those users selected

"New Person" Button: Opens a modal window to add new contacts by email, from existing groups, and assign them to specific rooms.

Note: It is advisable to add users and set up their permissions directly from the Room's Permissions tab.

Tip: Enhance the member card by navigating to Settings > Custom Fields > User, where you can store additional valuable information in custom fields.

Main Table

This section displays the list of contacts and their details, along with individual actions.

Name: The full name of the contact.
Rooms & Deals: Displays the projects or deals the contact is associated with.
Clicking opens a pop-up window listing the rooms and deals with details.

Company: The organization the contact belongs to.
Title: The contact's job title or role.
Email: The contact's email address.
Phone: The contact's phone number.
Group: The contact’s assigned permission group.
Last Contact: The date of the last interaction with the contact.


Left-Most Column Actions:
Revoke Access: Removes the contact from all rooms and deals except for rooms they own, provided the user has administrative privileges.
Delete Contact: Permanently removes the contact from the DealRoom system.

Purpose and Benefits

The "People" tab in DealRoom offers numerous benefits:

Centralize Contact Management: Consolidate all contact information in one easily accessible location, eliminating data silos and ensuring consistency.
Streamline Communication: Quickly find the right contacts with powerful search and filtering, and efficiently send targeted announcements to individuals or groups.
Enhance Collaboration: Gain a clear overview of who is involved in each project, facilitating better communication and teamwork.
Improve Data Accessibility: Easily export contact data for analysis or use outside of DealRoom.
Maintain Data Integrity: Control access to sensitive information by revoking permissions or deleting contacts as needed.

Relevant Articles:

How do I deactivate members from the People tab?
How do I set pipeline permissions?
How do I set up custom phases and fields in the Pipeline?

Updated on: 07/03/2025