Best Practices
Expert tips for maximizing DealRoom's effectiveness in deal management.
9 articles
Core Functionality
Best practices for core components of DealRoom.
- Optimizing your Pipeline Phases for DealRoomIdeas for different Phases and their order when setting up your Pipeline
- How to Efficiently Use a Staging Folder in DealRoom
- Best Practices for Findings (RAID Log)Article provides guidance on how users can leverage the findings feature within DealRoom.
- Best Practices for Requests Custom FieldsGuidance on how to use Request Custom Fields to customize the experience in your requests section.
- 10 Tips and Tricks for Using DealRoom
Deal-Specific Strategies
Tips and tricks based on how you are approaching the platform.
- Leveraging DealRoom for Sell-Side Success
- Maximizing DealRoom for Buy-Side Excellence
- What to Do if the Seller or Target Wants to Use Their Own VDRArticle provides guidance to buyers who have a seller who wants to own the VDR.
- Leveraging DealRoom for IntegrationArticle gives tips and tricks for how to leverage DealRoom for the integration process.