DealRoom

How do I import and export deals in the pipeline?

Overview on how to use the Apollo.io integration to enrich your DealRoom pipeline.

How do I enrich my pipeline?

How do I create a custom view in the Pipeline?

Overview on how to download, access and use the Gmail add-on.

How do I setup and use the Gmail Add-On?

Overview on how to access the pipeline via your mobile device.

How to Use Pipeline for Mobile

Guidance on how to copy or duplicate a room.

How do I 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?

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.

Pipeline

Find answers and get help from Intercom Support and Community Experts

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