# Editing the Deal Room

Easily modify your Deal Room to keep it up to date with the latest information.

# Step-by-Step Guide

1️⃣ Click on the Deal Room you want to edit.

Dealroom

2️⃣ You can update the following fields:

Field Description
Title Modify the Deal Room’s name
Prospect Name Update the associated prospect
Prospect Website The Deal Room will automatically fetch and apply the website's logo upon update
Message Edit the Deal Room description
Expiry Date Set an expiration date for access control

📌 Click "Save" to apply changes.


# Managing Resources in a Deal Room

Once inside a Deal Room, you can add and organize important resources.

Dealroom

# Resource Management Options

Add Resource – Upload essential files such as documents, presentations, or training materials.
Add Link – Insert external links to relevant websites, knowledge bases, or additional learning materials.


# User Actions

🎥 Recording – Capture interactions or meetings for future reference.
💾 Saving – Ensure all updates and changes are stored properly.
📤 Sharing – Use the "Share" button to distribute Deal Room content with your team.

Only the Deal Room owner can make these changes.