November 14, 2022

In-Lined Editing

In-Line Editing Pipeline Feature

The in-line editing option in the table view allows users to make edits to deal details without opening a deal card. 

To do this, hover over the field that needs editing, then, edit from the table view. In-line editing is also available inside the deal card. 

Simply open a deal card and click into the field to edit. 

This update allows users to quickly update deal information.

dealroom in-line editing feature
dealroom in-line editing feature