• 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://sFew 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 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

• 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. 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 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. Importing Deals in the Pipeline NFew readers