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Customizable fields & phases
Mold the platform to meet your unique needs so that the information you need to capture & report on is easily accessible.
Import & export templates
Easily create a template in DealRoom and augment it with your data, or import your own template and automatically leverage it.
Ensure that important next steps don't fall through the cracks by creating, assigning, and alerting team members of deal tasks.
Visually format your pipeline in the way that meets your team preferences - table, timeline, or board.
Interviews, tips, guides, industry best practices, and news.
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