DealRoom

This article serves as a glossary to help you understand the key components of the platform and the symbols you'll encounter and what they mean, so you can navigate more…

How Do I Understand DealRoom Terms and Symbols?

Article reviews how to leverage the NDA feature in DealRoom.

How do I set an NDA?

This article reviews how users can update their personal profile settings.

How do I update my user profile?

This article goes over how to use the people tab within the organization settings.

Overview of the People Tab

Article will walk you through how to set up SSO for your DealRoom organization.

How do I set up SSO with DealRoom?

Resource for internal admins on how to get started with DealRoom.

Getting Started With DealRoom - Internal Non-Admins

Full review of the My Work Tab and how to leverage it as a tool in your day to day.

Overview of the My Work Tab

Get a full overview of the permissions tab and how to create and manage permission groups within DealRoom.

Overview of the Permissions Tab

Article will provide a full overview of the data room tab located within your room.

Overview of the Data Room Tab

Article will show a admin how to add users to their room.

How do I add members to my room?

Article will give admin an overview of how to integrate the Outlook add in.

How do I setup and use the Outlook plugin?

Article gives an overview on how to leverage Deal Builder to automate the worklist build out of rooms.

How do I use Deal Builder (beta)?

Overview of the Member Card

Overview of the reports tab for room admins.

Overview of the Reports Tab

Overview of how to integrate Slack for DealRoom.

How to set up Slack Integration

Article provides an overview of the formatting for an excel template import.

How do I format an excel template for importing into DealRoom?

Article provides an overview of how to create and manage permission groups in rooms.

How do I create new permission groups?

Article provides an overview for how sellers can start working in DealRoom.

Getting Started With DealRoom - Seller Non-Admins

Compilation of frequently asked questions while working in DealRoom.

Frequently Asked Questions (FAQ)

Learn the basic and fundamentals of working in DealRoom. 

Overview

Find answers and get help from Intercom Support and Community Experts

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