How to Stay on Top of Your M&A Pipeline While On-the-Go

Your pipeline doesn’t pause when you leave your desk.

But your tools often do.

In this 20-minute session, learn how top M&A teams stay organized, responsive, and in control of their M&A pipeline — even while on the move. 

From capturing critical meeting notes to keeping leadership updated, we’ll show you how to manage it all without missing a beat.

In this session you’ll learn:

• How to update deals, notes, tasks, and phases — on the go
• How to customize pipeline views to track what matters most
• How to keep everything in sync — without things slipping through the cracks

🎁 Bonus: See DealRoom Pipeline for Mobile before anyone else — launching soon, with early access available for attendees.