• How do I create a deal or a new room?

  How to Create a Deal or New Room Only those who are on a Professional or Enterprise plans have the access to Pipeline to be able to create an additional deal and/or room. To create a new room, follow the steps below: Go to the Pipeline, click on the blue button labeled New deal on the upper right corner of the page, as shown below: (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image1izSome readers

• How do I remove a deal card from my pipeline?

  How to Remove a Deal Card from the Pipeline To remove a deal card from the pipeline in DealRoom, please follow these steps: Go to the Pipeline and look for a deal card without a room or a closed deal card. (https://sSome readers

• How do I check how much data I’m using for all of my rooms?

  Checking Storage Usage To monitor and manage your storage usage in DealRoom, follow these steps: Go to Settings (gear icon) from the left menu, beneath Reports. Select the General tab from the top. Scroll down and click View storage usage. A pop-up window will appear and you will be able to see how much data you are using for each room and export this information if you want byFew readers

• How do I import and export deals in the pipeline?

  How to Import and Export Deals in the Pipeline In this article: Importing Deals in the Pipeline Troubleshooting Tips Exporting Deals from the Pipeline Managing your deals efficiently is a crucial part of your workflow in DealRoom. You can easily import and export deal data to streamline your processes and keep your information up-to-date.Few readers

• How do I deactivate members from the People tab?

  How to Deactivate Members in the People Tab When a team member's involvement in a project comes to an end and or they are no longer part of your organization, you can easily deactivate them from the People tab. This is a quick way to remove them from all rooms they are a member in, except for rooms they own. If you are an admin, you can follow these steps to deactivate a user: Go to the People tab from the left menu. Hover over the member you'd like to disable. You might need toFew readers

• How do I create deal tasks?

  How to Create Deal Tasks DealRoom's pipeline feature empowers users to efficiently organize and manage deals in their pipeline. You can seamlessly attach emails, make notes, monitor deal progress in each phase, and most importantly, create tasks with deadlines to ensure you never miss a crucial follow-up or the next step with a target company. Creating a Task Navigate to the Pipeline tab from the left menu. Click on the specific deal card to open it. In the middle section ofFew readers

• How do I link attachments and contacts to a deal?

  How to Link Attachments and Contacts to a Deal DealRoom offers a comprehensive way to organize and centralize crucial deal-related information, including attachments, contacts, emails, and notes. Here's a step-by-step guide on how to seamlessly link attachments and contacts to a deal: Access the Deal Card: Start by clicking on the deal card in your pipeline to open it and access its details. Add Notes: In the center of the deal card, you'll find the option to add notes specificFew readers

• BI Reporting Overview

  BI Reporting in DealRoom Overview Here is an overview of the features and navigation of BI reporting in the Pipeline. Deleting Reports or Dashboards If you need to delete a report or dashboard, please note that restoring it requires manual intervention from our support team. ReachFew readers

• What reports can I create with DealRoom's BI Reporting?

  BI Reports Examples with DealRoom If your plan includes the pipeline, you will have access to DealRoom's powerful BI Reporting tool. There are countless types of reports you can create thanks to DealRoom's custom fields which allows you to customize and track critical deal information. Below are some examples of deals you can start creating today:Few readers

• What is the difference between a BI Editor and BI Viewer?

  Differences between a BI Editor and BI Viewer in DealRoom DealRoom's BI reporting tool allows you to track critical deal information and create scheduled reports for important stakeholders. Thanks to our partnership with Google Looker, there are two types of licenses available for users: BI Editor and BI Viewer. To view or edit BI reports, a user must have admin access to the pipeline. For those who need to view specific reports without pipeline accessFew readers

• How do I copy or duplicate a room?

  How to Copy or Duplicate a Room in DealRoom Duplicating a room in DealRoom can streamline your workflow, especially when managing multiple deals with similar structures. There are two primary ways to copy or duplicate a room: Copying a Room from the Pipeline Importing a Copy of a Room into a Blank Room What’s the Difference Between These Two Methods? 1. Copying a Room from the PipelineFew readers