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DealRoom Admin Pipeline Guide

Marsha Lewis
Director of Marketing at DealRoom
Marsha Lewis
Director of Marketing at DealRoom

Admin Pipeline Guide Sheets

These admin pipeline guide sheets go over DealRoom's administrative pipeline features.

Table View Overview
Table View Overview
  • Access your room
  • Go to deal cards to update custom fields
  • Sort by custom fields to create a custom view
  • Save custom views for quick future access
List View Overview
List View Overview
  • Access individual room
  • See all personal or shared saved rooms
  • Create a room
  • Create a deal card
  • Filter views by custom fields
  • Import or export deal list from Excel
  • Access different view options; list, table, and pipeline
  • Save a custom view
  • Access additional functionality
Timeline View Overview
Timeline View Overview
  • Adjust timeframe for your desired timeline view
  • See expected deal duration
Deal Card Details View
Deal Card Details View
  • See request progress and completion numbers
  • Edit custom fields' data
Deal Card Notes View
Deal Card Notes View
  • Leave deal updates
  • Bring up notes' text
  • Edit notes
  • Delete notes
Deal Card Groups View
Deal Card Groups View
  • Search for groups
  • See room groups, members, and invites
  • Enable group reporting
Deal Card Groups Reports View
Deal Card Groups Reports View
  • Export reports to Excel
  • Create new group reports
  • See members' reports
  • Access new and maintained updates
Deal Card Phases View
Deal Card Phases View
  • Track how long a deal is in each phase
  • Edit dates
  • Leave comments
Members Tab Overview
Members Tab Overview
  • Add new members to a room
  • Add existing members to a room
  • Remove room members
  • Export contacts to Excel
  • Create/send group and individual announcements
  • Search for members
  • Filter members
  • View custom member fields
  • See members' groups
Reports History Tab
Reports History Tab
  • Export deal history to Excel
  • See fields at a specific date and time
Reports Phases Tab
Reports Phases Tab
  • Timeline view of how long each deal is in each phases

Reports Dashboard Tab
Reports Dashboard Tab
  • Create a custom chart
  • Create a custom report
  • See what reports looked like for a specific date
  • Adjust the chart size
  • Reorder on the dashboard
Reports Dashboard Add View
Reports Dashboard Add View
  • Set new chart titles
  • Select chart type and calculation
  • Use drag and drop to organize your custom fields in the pivot table
  • Change the sort order of each axis
Settings General Tab
Settings General Tab
  • Add a new phase
  • Edit an existing phase
  • Change the pipeline header's color
  • Enable each list under the request tab to be a tab on the main header
  • Oder deals by customizable fields
Settings General Tab Part 2
Settings General Tab Part 2
  • Select a custom field that includes a date
  • View all deals' data storage
Settings Custom Fields Tab
Settings Custom Fields Tab

Create custom fields to

  • track deal metrics
  • custom fields to track member information
  • determine reporting
  • track document information
Settings Auth Tab
Settings Auth Tab
  • Require two factor authentication upon log in
Settings Deal Pipeline Access Tab
Settings Deal Pipeline Access Tab
  • Grant specific deal pipeline access
  • Receive an overview of each members' access level
Grant Access to Deal Pipeline
Grant Access to Deal Pipeline
  • Type in team members' email addresses to give either general user, manager, or admin access
Settings Trash Tab
Settings Trash Tab
  • Restore or permanently delete any rooms that have been deleted from inside the room
  • Deals trash view is only available for dashboard admin
  • Rooms in the trash still count as active data
Billing
Billing
  • Cancel Subscription
  • View invoices to make a payment
  • Find specific invoices, billing date, and invoice description

Check out the complete Admin Pipeline Guide here.

You can also watch our pipeline admin training videos.

Admin Pipeline Guide Sheets

These admin pipeline guide sheets go over DealRoom's administrative pipeline features.

Table View Overview
Table View Overview
  • Access your room
  • Go to deal cards to update custom fields
  • Sort by custom fields to create a custom view
  • Save custom views for quick future access
List View Overview
List View Overview
  • Access individual room
  • See all personal or shared saved rooms
  • Create a room
  • Create a deal card
  • Filter views by custom fields
  • Import or export deal list from Excel
  • Access different view options; list, table, and pipeline
  • Save a custom view
  • Access additional functionality
Timeline View Overview
Timeline View Overview
  • Adjust timeframe for your desired timeline view
  • See expected deal duration
Deal Card Details View
Deal Card Details View
  • See request progress and completion numbers
  • Edit custom fields' data
Deal Card Notes View
Deal Card Notes View
  • Leave deal updates
  • Bring up notes' text
  • Edit notes
  • Delete notes
Deal Card Groups View
Deal Card Groups View
  • Search for groups
  • See room groups, members, and invites
  • Enable group reporting
Deal Card Groups Reports View
Deal Card Groups Reports View
  • Export reports to Excel
  • Create new group reports
  • See members' reports
  • Access new and maintained updates
Deal Card Phases View
Deal Card Phases View
  • Track how long a deal is in each phase
  • Edit dates
  • Leave comments
Members Tab Overview
Members Tab Overview
  • Add new members to a room
  • Add existing members to a room
  • Remove room members
  • Export contacts to Excel
  • Create/send group and individual announcements
  • Search for members
  • Filter members
  • View custom member fields
  • See members' groups
Reports History Tab
Reports History Tab
  • Export deal history to Excel
  • See fields at a specific date and time
Reports Phases Tab
Reports Phases Tab
  • Timeline view of how long each deal is in each phases

Reports Dashboard Tab
Reports Dashboard Tab
  • Create a custom chart
  • Create a custom report
  • See what reports looked like for a specific date
  • Adjust the chart size
  • Reorder on the dashboard
Reports Dashboard Add View
Reports Dashboard Add View
  • Set new chart titles
  • Select chart type and calculation
  • Use drag and drop to organize your custom fields in the pivot table
  • Change the sort order of each axis
Settings General Tab
Settings General Tab
  • Add a new phase
  • Edit an existing phase
  • Change the pipeline header's color
  • Enable each list under the request tab to be a tab on the main header
  • Oder deals by customizable fields
Settings General Tab Part 2
Settings General Tab Part 2
  • Select a custom field that includes a date
  • View all deals' data storage
Settings Custom Fields Tab
Settings Custom Fields Tab

Create custom fields to

  • track deal metrics
  • custom fields to track member information
  • determine reporting
  • track document information
Settings Auth Tab
Settings Auth Tab
  • Require two factor authentication upon log in
Settings Deal Pipeline Access Tab
Settings Deal Pipeline Access Tab
  • Grant specific deal pipeline access
  • Receive an overview of each members' access level
Grant Access to Deal Pipeline
Grant Access to Deal Pipeline
  • Type in team members' email addresses to give either general user, manager, or admin access
Settings Trash Tab
Settings Trash Tab
  • Restore or permanently delete any rooms that have been deleted from inside the room
  • Deals trash view is only available for dashboard admin
  • Rooms in the trash still count as active data
Billing
Billing
  • Cancel Subscription
  • View invoices to make a payment
  • Find specific invoices, billing date, and invoice description

Check out the complete Admin Pipeline Guide here.

You can also watch our pipeline admin training videos.

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