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Customize DealRoom: data usage, pipeline setup, custom statuses, and multi-room updates.
10 articles
- How do I customize my email notifications?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 to Manage Request/Task StatusOverview on how to create and manage statuses in requests.
- How to Create Custom FieldsOverview on how to create and use custom fields to customize your DealRoom experience.
- How do I set up custom phases and fields in the Pipeline?
- How to add colors to custom field of select type?Overview on how to customize your custom fields to meet the needs of your business.
- 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?