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DealRoom Customer Enablement: April Pipeline Updates
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Mei Wu
Senior Customer Success Manager, DealRoom
A successful M&A strategy requires staying organized to prevent anything from slipping through the cracks. At DealRoom, your pipeline ensures visibility from sourcing to integration.
In early April, we made two updates to the DealRoom Pipeline: a UI update to the Deal Information section in deal cards and a refresh to the Excel import process. Both changes are designed to improve your experience and streamline your workflow.
Join us on Thursday, April 17th at 2:30PM ET for a customer-only enablement to see the updates in real-time. We’ll walk through the changes, explain why they were made, and provide a quick demo. We’ll wrap with a live Q&A to answer any questions.