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

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Authentication

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Deals Trash

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General

• 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 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 statuses?

  How to Create Custom 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 Task 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 status +. (hFew 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 fFew readers