Deal/Room Management
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/-/2/7/f/6/27f699bfcd0cb80Some readersHow 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://Some readersHow 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 readersAdding a Contact to a Deal Card
Adding a Contact to a Deal Card This guide outlines the steps to associate contacts to specific deals within the platform. You can either create new contact entries or link existing contacts to a deal, ensuring accurate tracking of key stakeholders and facilitating effective deal management. Open the Deal Card: Click on the deal card you wish to add a contaFew readers
Deal Information & Organization
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.Some readersHow 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 specifiFew readersHow do I create deal tasks?
How to Create Deal Tasks DealRoom’s pipeline feature keeps your deals organized from start to finish, helping you manage every interaction before the data room even opens. You can attach emails to deal cards, add notes from calls or meetings, track progress by stage, and create tasks with deadlines to ensure nothing gets missed. Deal tasks are especially useful ahead of opening the data room, allowing you to track key milestones and stay on top of every step before moving into due diligence.Few readersHow do I update pipeline deals via excel import?
How to Update Pipeline Deals via Excel Import Updating your pipeline deals in bulk using the Excel import feature is a quick and efficient way to make changes without manually editing each deal. This guide will walk you through exporting your pipeline data, making updates, and re-importing the file to apply your changes.Few readersHow do I create a custom view in the Pipeline?
Custom views in your pipeline allow you to filter and organize data based on the specific needs of you and your team, so you spend less time searching and more time making decisions. In this article, we’ll walk through how to create, access, and manage views. 1. Start Your Custom Views To begin, navigate to your pipeline and click Adjust view in the top right. From here, you can choose a view type: Board Displays deals as cards, categorized by their phase (e.gFew readers
Pipeline Deal Cards Overview
Your pipeline is a critical tool for tracking the execution of your M&A strategy. From identifying initial deal targets to managing integration, the deal cards are at the heart of that pipeline. In this article, we’ll break down the key components of a deal card and show you how to update them to get the most out of the pipeline feature. The key components, include: Phase Deal Information Notes Emails PhasesFew readersHow do I setup and use the Gmail Add-On?
The Gmail integration allows your team to automatically log email communications into your pipeline, improving visibility, accountability, and efficiency by ensuring key conversations are captured and accessible to everyone. In this article, we’ll walk through: How to Install the Gmail Add-On How to Sync an Email to A Deal Card How to Remove the Gmail Add-On How to IFew readersHow to Use Pipeline for Mobile
In M&A, deals never sleep. That’s why we’ve made it easy for you to stay on top of your pipeline, even on the go. This article will break down how to manage your pipeline using our mobile web experience. Using DealRoom on Your Mobile Device Pull Up Web Browser: Chrome works best. Once selected, navigate to DealRoom.net and log in as you would on a desktop. Navigate to Pipeline: Here you can create a new deal card, take notes, add contacts, assign tasks and essentially manageFew readersHow do I use Apollo to enrich my pipeline?
Maintaining your pipeline can feel like a chore, but staying organized is key to running an efficient deal process. With pipeline data enrichment, you can enrich deal data instantly. That means less manual entry, fewer errors, and more context for your team to move quickly. In this article, we’ll cover what it does, how to enable it in the platform, and how to use it day-to-day to simplify and speed up deal execution.Few readers