The Deal Card contains all the information for a specific deal or opportunity of interest, broken out into the following tabs:
Details
The Details Tab stores all key deal details (e.g. financial metrics, descriptions, or other columns in an Excel tracker).
You can customize this tab using Custom Fields. You also have the ability to add Field Groups to organize the fields to your preference. Watch the short video below for an overview.
Tip: The first four fields in your first group appear as preview fields on deal cards in the Pipeline's Board View
From here, you can also update the deal's current Phase by opening the Phase dropdown and selecting a new one. (This is the same as dragging and dropping from the Board View).
Notes
The Notes Tab is ideal for documenting key updates that occur throughout the life of the deal. This may include important milestones or summaries of logged calls, ensuring your team has easy access to relevant information. To add a note, simply type in the text field (see image below) and select the “add note” button to publish.
Tip: The Pipeline's Table View includes a "Last Note" column which shows the latest note added to the Card.
Emails
DealRoom offers an Outlook integration that can sync emails within your Deal Card, as well as suggesting field updates and new tasks. To learn more about the Outlook plugin, click here.
Phases
The phases track the entire life of your deal, from sourcing to integration. This section is fully customizable. To adjust it:
Go to the Settings tab.
Select "General" in the upper navigation.
Make changes in the Phase section.
Tasks
We recommend that a room be created once a deal has a letter of intent. In advance of that, the task section can be helpful to ensure that tasks in advance of LOI are on track. To create a task, click here to learn more.
Contacts
This section can be helpful to keep track of the key people in the life of a deal. Adding a person here does not give them access to the deal card, it is simply a way for you and your team to keep track of key contacts. Reference the Adding a Contact to a Deal Card article for an overview.
Attachments
This feature is also useful before you open a deal room. Once the room is open, we recommend storing all sensitive files directly within the deal room for better security. To add an attachment, simply select the “upload” button and select from your desktop.
If you have specific questions about customizing deal information, leveraging notes and tasks, or any other aspect of managing your deal cards for maximum efficiency, please contact your Account Manager or reach out to our support team directly via in-platform chat or at support@dealroom.net.