DealRoom Support
Go to website
Back
Articles on:Getting Started/Set up
Best place to get everything right from the beginning with DealRoom.

Categories

  • Room General
  • Getting Started/Set up
  • Reports
  • Technical Documentation
  • Pipeline General
  • Troubleshooting
  • My Account
  • Billing
  • New Platform Updates
  • Customization
Setting up your Room

This section contains no articles.

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.Popular
  • 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/Few readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2023 DealRoom Support