DealRoom

Overview of how to leverage email notifications to ensure you stay up to date on what is happening in the life of your deal.

How do I customize my email notifications?

Overview on how to create and manage statuses in requests.

How to Manage Request/Task Status

Overview on how to create and use custom fields to customize your DealRoom experience.

How to Create Custom Fields

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

Overview on how to customize your custom fields to meet the needs of your business.

How to add colors to custom field of select type?

How do I set pipeline permissions?

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

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

How do I create request custom fields?

How do I create custom fields?

Customize DealRoom: data usage, pipeline setup, custom statuses, and multi-room updates.

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

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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