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

Supritha Shankar Rao
Senior Product Marketing Specialist

Dave Fields
Senior Customer Success Manager
Your pipeline doesn’t pause when you leave your desk — but your tools might.
In case you missed it, we hosted a 20-minute session on how top M&A teams manage their pipeline on-the-go.
- Update deals, notes, tasks, and phases — right from your phone
- Customize views to focus on what matters most
- Keep leadership in the loop — without things slipping through the cracks
📱 Plus: An exclusive first look at DealRoom Pipeline for Mobile (early access included)
Watch the full session NOW