DealRoom Admin Pipeline Guide

Admin Pipeline Guide Sheets

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

• 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

• 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

• Adjust timeframe for your desired timeline view
• See expected deal duration

• See request progress and completion numbers
• Edit custom fields' data

• Leave deal updates
• Bring up notes' text
• Edit notes
• Delete notes

• Search for groups
• See room groups, members, and invites
• Enable group reporting

• Export reports to Excel
• Create new group reports
• See members' reports
• Access new and maintained updates

• Track how long a deal is in each phase
• Edit dates
• Leave comments

• 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

• Export deal history to Excel
• See fields at a specific date and time

• Timeline view of how long each deal is in each phases

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• 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

• 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

• 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

• Select a custom field that includes a date
• View all deals' data storage

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Create custom fields to

• track deal metrics
• custom fields to track member information
• determine reporting
• track document information

• Require two factor authentication upon log in

• Grant specific deal pipeline access
• Receive an overview of each members' access level

• Type in team members' email addresses to give either general user, manager, or admin access

• 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

• Cancel Subscription
• View invoices to make a payment
• Find specific invoices, billing date, and invoice description

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Check out the complete Admin Pipeline Guide here.

You can also watch our pipeline admin training videos.