Dealroom Management

Adding Content to a Dealroom

Follow these steps to add content to your Dealroom:

1. Click the "+" button located in the center of the screen.
2. A sidebar labeled "Add Content" will appear on the left.
3. Select the type of content you want to add from the available options:
   • HEADER: Adds a section header.
   • MEDIA: Inserts images or videos.
   • FEATURED: Highlights specific content.
   • FEATURES: Adds multiple featured items.
   • NEWS: Displays news-related content.
   • NEWSLEFT: Places a news section aligned to the left.
   • POST: Adds a new post.
   • YOUTUBE: Embeds a YouTube video.

Notes

• Clicking on any content type will add it to the workspace.
• You can edit or arrange the content after adding it.
• Use the Save button in the top-right corner to retain changes.

---

Editing a Dealroom

To edit a Dealroom, follow these steps:

#

1. Open the Dealroom you want to edit.
2. You can update the following fields:
   • Title: Modify the Dealroom’s title.
   • Prospect Name: Update the prospect's name.
   • Prospect Website: Update the website, and the system will automatically fetch and apply its logo.
   • Message: Modify the message related to the Dealroom.
   • Expiry Date: Set or update the expiry date of the Dealroom.
3. Click Save to apply the changes.

---

Managing Resources in a Dealroom

---

Within a Dealroom, users can manage and add various resources:

1. Add Resource: Upload relevant documents, presentations, or training materials.
2. Add Link: Include external links to important websites, knowledge bases, or additional learning materials.
3. User Actions:
   • Recording: Record interactions or meetings for future reference.
   • Saving: Save progress and updates to ensure all content remains up to date.
4. Sharing: Share Dealroom content with team members using the Share button.

Note: Only the Dealroom owner can make these changes.