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Customize DealRoom: data usage, pipeline setup, custom statuses, and multi-room updates.
18 articles
How do I customize my email notifications?
How to Manage Request/Task Status
How to Create Custom Fields
How do I set up custom phases and fields in the Pipeline?
How do I create request custom fields?
How to add colors to custom field of select type?
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 use multi-room updates (beta)?
How do I set pipeline permissions?
What is the difference between a BI Editor and BI Viewer?
How do I change BI reports access?
How to Manage Request/Task Status
How do I create request custom fields?
How do I create custom fields?
How to add colors to custom field of select type?
How do I set the Close Date field for the pipeline timeline