Pipeline Customization
How to add colors to custom field of select type?
Colored Labels for Select Fields For Select fields in the pipeline, you can choose colors to represent each option to easily identify the selected option in the pipeline view. You can create a Text, Number, Date, Select or Multi-Select field type. The colors will only be available if you choose the Select type when you create a field initially and then each option allows you pick a corresponding colorFew readersHow do I set up custom phases and fields in the Pipeline?
Setting Up Pipeline Phases and Custom Fields Welcome to the Pipeline! This invaluable feature provides a bird's-eye view of your deals, enabling seamless tracking from due diligence to integration. Stay informed about deal progress, pinpoint bottlenecks, and make well-informed decisions that keep your deals on track. To harness its power fully, it's essential to configure custom phases and fields. Here's an example of what a pipeline could look like: Example of a Pipeline (https://stFew readers
Room Customization
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How do I create custom fields?
How to Create Custom Fields Custom fields allow you to capture and organize additional information specific to your deals and rooms in DealRoom. By creating custom fields, you can tailor the data collection process to meet your specific needs. Here's how you can create custom fields: Go to the Settings tab from the left menu. Select Custom Fields at the top. Choose where you'd like to create the custom field by selecting it fFew readersHow do I create and use labels?
How to Create and Use Labels for Requests To create a label: Open the request you'd like to add a label to. On the right side, locate the word Label and click the plus (+) icon next to it. From the drop-down menu, click on the Create a new label button or select from the labels already available. Enter the name of the label you'd like to create. ClFew readersHow do I create custom statuses?
How to Create Custom Statuses In DealRoom, custom statuses allow you to organize and track the progress of your tasks in a way that suits your unique workflow. Navigate to the Settings tab from the left menu. Select the General tab at the top. Scroll down to the section labeled Task Statuses. Here you'll see the default statuses that DealRoom provides: Open, In Progress, Reopened, and Resolved. To create a new status, click the button labeled New status +.Few readersHow do I create request custom fields?
How to Create Request Custom Fields In DealRoom, we empower you to go beyond basic spreadsheet capabilities by offering interactive request fields, facilitating streamlined diligence and integration processes. While we provide standard fields like Priority, Status, Assignee, Start Date, Due Date, and Labels, you can further tailor your tracking needs by creating custom fields.Few readersCan we use our own logo or corporate branding?
Yes, you can adjust the color and add your company logo to show up when users log in to the room from the room URL. You can customize the logo and color for each individual room. Go to the Settings tab at the top. Select General from the left menu. Upload your logo and change the background color. (https://storage.crisp.chat/users/Few readers