Learn the basic and fundamentals of working in DealRoom.
Watch on-demand sessions to see DealRoom features in action and learn how to get the most out of the platform with real use cases and demos.
Learn how to incorporate AI into your existing workflow to move faster and execute with confidence.
Expert tips for maximizing DealRoom's effectiveness in deal management.
Manage users, create announcements, and export user lists within DealRoom.
Manage DealRoom notifications for document uploads, requests, and other updates.
Customize DealRoom: data usage, pipeline setup, custom statuses, and multi-room updates.
Use DealRoom's reporting tools for dashboards, reports, scheduling, and Looker Explore.
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.
Manage your DealRoom account: language, notifications, security, and API access.
Manage your DealRoom subscription and payments, including invoices and vendor setup.
Solutions to common DealRoom issues: login, downloads, files, and more.
Latest DealRoom features, improvements, and bug fixes.
Use DealRoom's reporting tools for dashboards, reports, scheduling, and Looker Explore.