Pipeline
Learn how to manage your Pipeline in DealRoom to track deals from start to finish. This section covers creating and updating deal cards, moving deals through stages, and keeping your Pipeline accurate and up to date.
15 articles
How do I import and export deals in the pipeline?
How do I enrich my pipeline?Overview on how to use the Apollo.io integration to enrich your DealRoom pipeline.
How do I create a custom view in the Pipeline?
How do I setup and use the Gmail Add-On?Overview on how to download, access and use the Gmail add-on.
How to Use Pipeline for MobileOverview on how to access the pipeline via your mobile device.
How do I copy or duplicate a room?Guidance on how to copy or duplicate a room.
How do I create a deal or a new room?
How to Link Attachments and Contacts to a Deal
How do I create deal tasks?
Pipeline Deal Cards Overview
How do I remove a deal card from my pipeline?
How do I update pipeline deals via excel import?
Adding a Contact to a Deal Card
How to Enable Email Thread Tracking in the DealRoom Outlook Add-in
Pipeline Field-Level PermissionsControl which pipeline fields each user group can see and edit — without changing who has access to deals.