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 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://sSome readersHow 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 readersHow 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 readersHow 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. Follow these straightforward steps: Go to the People tab from the left menu. Hover over the member you'd like to disable. Click the Red deactivate button that appears. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-08-21-at-3Few 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 specificFew readersHow 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 readersBI Reporting Overview
BI Reporting in DealRoom Overview Here is an overview of the features and navigation of BI reporting in the Pipeline. If you'd like to learn more, here are some relevant articles: How to create a simple BI report? How to create a new dashboard and find where it is later on? OveFew readers