New Platform Update: 2023-09-01
Improved Pipeline Permissions V.2 - We are thrilled to introduce a significant upgrade to our pipeline permission system. Now you'll have the ability to finely tune permissions based on customizable deal criteria. These deal criteria that you customize (i.e. phase, status, deal type, country code, industry, etc.) are defined in Settings under Custom Fields and Phases. This upgrade eliminates the need to grant blanket access to the entFeaturedNew Platform Update: 2023-09-15
Stay up to date with our latest product enhancements and improvements. In this release, we've introduced several exciting updates to enhance your DealRoom experience. New Feature: Enhanced Request Permissions! - We've extended our request permission settings to provide you with even more control over your workflow. Administrators can now fine-tune permissions by deciding which groups can create or delete requests and categories. ThiFew readersNew Platform Update: 2023-08-09
New Feature Release: Dynamic Due Dates! - Revolutionize your planning process with our latest feature release. With a simple click, automate your timelines based on milestone changes, effortlessly set dynamic dates individually or in bulk, and stay agile and adaptable as your project evolves. Say goodbye to manual calculations and adjustments! Learn more by checking out this article - How do I use dynamic start and due dates? (/en/articFew readersNew Platform Update: 2023-07-07
Upload larger files - You can now upload files up to 50MB to your deals, an increase from the previous limit of 21MB. This allows you to seamlessly share larger documents and data within your deals. New GANTT Chart Feature is available! A New, Improved Timeline View 🌟 - We are thrilled to announce the launch of our enhanced Gantt Chart feature, offering an intuitive and visual timeline for effective task coordination, planning, anFew readersNew Platform Update: 2023-06-09
New Deal Pop-Up Dialog is added. You now have the option to fill in important deal details right away. Room setup is optional in a separate tab. Room creation is optional Renaming Deal Cards: You can now rename deal cards from the pipeline by clicking on the titlFew readersNew Platform Update: 2023-04-28
April 28th, 2023 Now it is able to create deals without rooms. And you can create the room afterwards by clicking on the deal card and choosing "create a room": Pipeline is optimized for large number of deals (~1000) with large number of custom fields (~80). Old pipeline permissions screen is replacedFew readersNew Platform Update: 2023-04-19
April 19th, 2023 Now you can edit all fields in deal details at once. Open the deal card -click on "Edit all". Remember to save changes before exiting the edit interface. Task labels length is increased to 20 characters.Few readersNew Platform Update: 2023-04-13
April 13, 2023: Now there is an option to add colors to custom fields of select types in Pipeline Now it's possible to filter by Assignee / Reviewer in one click in New requests UI. It will reflect and update the table right after selecting a user. You can now sort in Data Room by related requests + addFew readersNew Platform Update: 2023-03-29
March 29th, 2023: Storage overuse notification We show an in-app notification if storage is close to the limit on a sub-on plan or exceeding the limit. It's possible to turn off this notification on an org level by clicking "Remind later" and choose when to remind. All org admins will see this notification. Feature is released for DR and FR. Fixed old legacy reporting Removed the rest of thFew readers