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.Few readersWhat 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 readersHow 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 readersHow 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 readersHow 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 readersHow 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