Platform Navigation

New DealRoom Platform Navigation

Quick Access to Any Part of the Platform

Switch between different product areas such as rooms, pipeline, notifications, and personal account settings faster. Everything is organized in a new left-side navigation menu.

Organization switching

Each organization that you have added will be at the top. All rooms, pipelines, and other work areas associated with the organization will show up. Click the dropdown to switch between organizations and related data.

Your Rooms

Now a list of all the rooms of a selected organization is easy to find. The in-room navigation menu will still be at the top.

User Settings

Locate the user settings menu at the bottom of the new navigation menu under your avatar, including notification settings, security settings, and account details.

Rename Organizations

Admins can rename from organization settings.

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