DealRoom

Expert tips for maximizing DealRoom's effectiveness in deal management.

Best Practices

Article gives guidance on how to build out pipeline phases for pipeline.

Optimizing your Pipeline Phases for DealRoom

Article gives guidance on how to create and use a staging folder during the life of a deal.

How to Efficiently Use a Staging Folder in DealRoom

Article provides guidance on how users can leverage the findings feature within DealRoom.

Best Practices for Findings (RAID Log)

Guidance on how to use Request Custom Fields to customize the experience in your requests section.

Best Practices for Requests Custom Fields

10 Tips and Tricks for Using DealRoom

Best practices for core components of DealRoom.

Core Functionality

Leveraging DealRoom for Sell-Side Success

Maximizing DealRoom for Buy-Side Excellence

Article provides guidance to buyers who have a seller who wants to own the VDR.

What to Do if the Seller or Target Wants to Use Their Own VDR

Tips and tricks based on how you are approaching the platform.

Deal-Specific Strategies 

Article gives tips and tricks for how to leverage DealRoom for the integration process.

Leveraging DealRoom for Integration

Integrations & External Systems

Find answers and get help from Intercom Support and Community Experts

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