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

- 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

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
Check out the complete Admin Pipeline Guide here.
You can also watch our pipeline admin training videos.