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Articles on:Settings
Settings page is for making sure all details of your deal room work alongside your processes.

Categories

  • Startup / Company
  • Getting started
  • Dashboard
  • Network
  • Funnel and Applications
  • Portfolio / Reporting
  • Member management
  • Events
  • Documents
  • Statistics
  • Settings
  • Other
Exports
  • Exporting information about companies in the deal room
    How can I export the company applications from my deal room? How can I export contact details of companies in my deal room? How can I export documents connected to an application? (https://help.dealum.com/en/article/exporting-information-about-companies-in-the-deal-roomFew readers
  • Exporting information about deal room members
    Only members with full access to deal room settings can export data. To export the information of your deal room members, go to your deal room Settings, and open the ‘Export / Import’ tab. There you have an option to download an Excel file with all deal room members' information. The export includes the list of your deal room members together with their emails, phone numbers and other information provided on their investor profiles.  You can also export the information of your deal room membersFew readers
Payments
  • Collecting payments from deal room members and companies
    How to start collecting payments in your deal room? How to charge (membership) fees from deal room members? How to charge fees from companies? (https://help.dealum.com/en/articFew readers
  • Deal room's subscription and billing
    How can I cancel my subscription/trial? How canFew readers

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