Multi-room updates

• How do I use multi-room updates (beta)?

  How to Use Multi-Room Updates Multi-room updates allow you to quickly and efficiently copy information from one room to multiple rooms, streamlining your workflow and eliminating manual repetitive tasks. Here’s what you can do with multi-room updates: Add existing groups from one room to multiple rooms. Add existing users from one room to multiple rooms. Add existing worklists, sub-categories, and requests from one room to multiple rooms. Creating a Multi-Room Update Navigate tFew readers

Pipeline access

• How do I set pipeline permissions?

  How to Set Pipeline Access and Permissions The pipeline in DealRoom gives you a high-level view of deals and prospects. Admins can control which deals are visible based on the user's permission set. To grant pipeline access or modify permissions, follow these steps: Click Settings in the left-hand menu. In the top menu, select Pipeline Access. You'll see a list of users with access and the groups they’re part of.Some 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 accesFew readers

• How do I change BI reports access?

  Changing a User's BI Reports Access To change a user's access to BI reports, follow these steps: Navigate to Settings Pipeline Access. In the row corresponding to the user's name, clickFew readers

Authentication

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Deals Trash

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General

• How do I set up custom phases and fields in the Pipeline?

  Setting Up Pipeline Phases and Custom Fields Welcome to the Pipeline! This invaluable feature provides a bird's-eye view of your deals, enabling seamless tracking from due diligence to integration. Stay informed about deal progress, pinpoint bottlenecks, and make well-informed decisions that keep your deals on track. To harness its power fully, it's essential to configure custom phases and fields. Here's an example of what a pipeline could look like: Example of a Pipeline (https://sFew readers

• How do I create custom request statuses?

  How to Create Custom Request Statuses In DealRoom, custom statuses allow you to organize and track the progress of your tasks in a way that suits your unique workflow. Navigate to the Settings tab from the left menu. Select the General tab at the top. Scroll down to the section labeled Request Statuses. Here you'll see the default statuses that DealRoom provides: Open, In Progress, Reopened, and Resolved. To create a new status, click the button labeled New statusFew readers

Custom Fields

• How do I create request custom fields?

  How to Create Request Custom Fields In DealRoom, we empower you to go beyond basic spreadsheet capabilities by offering interactive request fields, facilitating streamlined diligence and integration processes. While we provide standard fields like Priority, Status, Assignee, Start Date, Due Date, and Labels, you can further tailor your tracking needs by creating custom fields.Some readers

• How do I create custom fields?

  How to Create Custom Fields Custom fields allow you to capture and organize additional information specific to your deals and rooms in DealRoom. By creating custom fields, you can tailor the data collection process to meet your specific needs. Here's how you can create custom fields: Go to the Settings tab from the left menu. Select Custom Fields at the top. Choose where you'd like to create the custom field by selecting it fSome readers

• How to add colors to custom field of select type?

  How to Customize Select Fields with Color Custom fields let you tailor the platform to your team’s needs and track the deal-specific information that matters most. When using a "Select" field, adding color makes it easier to quickly scan and understand what’s going on—the status, priority, or deal type. It’s a simple way to highlight what matters, spot patterns, and align your team without digging through details. Here's how to add colors to your custom Select field options. Here's howFew readers

• How do I set the Close Date field for the pipeline timeline

  How do I set the Close Date field for the pipeline timeline The Pipeline Timeline in DealRoom provides a visual representation of your deals and their progression through various stages. The "Close Date" is a critical component, allowing you to track and forecast deal finalization. This document outlines how to create the "Close Date" custom field and how to set or update it on the Pipeline Timeline. Part 1: Creating the "Close Date" Custom Field The "Close Date" custom field tracks thFew readers