Creating a New DealRoom

Steps to Create a DealRoom

1. Click the + New Room button.

2. A New Room pop-up window will appear.

3. Enter the following details:

   
   • Prospect Name: Enter the prospect’s name.
   • Message (optional): Add any relevant notes.

4. Click OK to create the DealRoom.

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Editing a DealRoom

Once the DealRoom is created, you can update its details:

• Title: Modify the DealRoom’s title.
• Prospect Name: Update the prospect's name.
• Prospect Website: Enter the website URL, and the system will automatically fetch and apply the website's logo.
• Message: Update the DealRoom description or notes.
• Expiry Date: Set or update the expiration date for the DealRoom.

Click Save to apply the changes.

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Adding Content to a DealRoom

Using Pre-Defined Structures

Steps to Add Content

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, rearrange, or remove the content after adding it.
• Use the Save button in the top-right corner to apply changes.