Pipeline Overview: Pipeline Views

Pipeline Overview: Pipeline Views
Marsha Lewis
VP of Marketing at DealRoom

Pipeline Overview 

Learn how to navigate DealRoom’s Pipeline with this high-level overview. Get to know the different tabs with the main navigation tool including pipeline, email, work, people, reports, help, and settings tabs. All fields are customizable in the settings tab. Understand how to control your notifications and email threads through the profile and setting tools.