DealRoom Support
Go to website
Back
Articles on:Pipeline General
General information about using the Pipeline in DealRoom .

Categories

  • Room General
  • Getting Started/Set up
  • Reports
  • Pipeline General
  • Technical Documentation
  • Troubleshooting
  • My Account
  • Billing
  • New Platform Updates
  • Customization
  • How do I remove a dealcard from my pipeline?
    A deal card cannot be removed unless it is closed. Refer to How do I delete or close a room? to close a room. Go to the Pipeline and look for a closed deal card. Click on the card and choose "Remove from pipeline" to remove the deal card from the pipeline. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image1akh6em.pngFew readers
  • How do I check how much data I’m using for all of my rooms?
    Go to Settings -General and choose "View storage usage" as shown below: And you will be able to see how much data you are using for each room and export the usage data if you want. If the room is closed but not deleted, the data will be listed as archived data, which still counts for your total active amount. To permanently delete this data, re-open the room and permanently delete it (https://suppFew readers
  • How do I create a new room?
    Only those who are under Professional and Enterprise plans have the access to Pipeline. To create a new room, follow the steps below: Go to the Pipeline, click on "New deal" on the upper right corner of the page, as shown below: There are three ways to create a new room:Few readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2023 DealRoom Support