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Getting Started/Set up
Best place to get everything right from the beginning with DealRoom.
Setting up your Room
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Setting up your Pipeline
How do I setup and use the Outlook plugin?
Installing the Microsoft Outlook plug-in The DealRoom Add-In for Outlook helps you move conversations along by bringing context from an email To Download the plugin, follow these steps: In Outlook, click Home Get Add-ins on the ribbon. On the Add-Ins for Outlook page, browse for the add-in “DealRoom” by typing it into the Search box. (https://storage.crisp.
How to set up Slack integration
Room administrators can enable Slack integration from Room Settings. The integration links DealRoom with a specific Slack channel. slack in room When you click the "Add to Slack" button, you will be taken to a screen with instructions to follow to with instructions to connect your Slack channel with room in DealRoom Slack instructions (https://storage.crisp.chat/users/helpdesk/