DealRoom

Ideas for different Phases and their order when setting up your Pipeline

Optimizing your Pipeline Phases for DealRoom

How to Efficiently Use a Staging Folder in DealRoom

Article provides guidance on how users can leverage the findings feature within DealRoom.

Best Practices for Findings (RAID Log)

Guidance on how to use Request Custom Fields to customize the experience in your requests section.

Best Practices for Requests Custom Fields

10 Tips and Tricks for Using DealRoom

Best practices for core components of DealRoom.

Core Functionality

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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