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How can I ensure I know the name or contact details of the people entering my room?
How can I ensure I know the name or contact details of the people entering my room?

Permission settings to choose from in order to request contact details of the customer / prospect.

Harriet Shakked avatar
Written by Harriet Shakked
Updated over a year ago

After clicking on the Share button in the top right hand corner of your room

you will have a list of permission settings to choose from.

The second alternative is anyone with the link ask for their name.

Once your customer or prospect enters the room. They will be asked for their name or email address.

(Please note that this is optional and can be disregarded by your customers/prospects if they decide to stay anonymous.)

The third alternative โ€˜require an email address to enter'.

In this case your customer or prospect will be asked to submit a valid email address to enter the room.

(If they choose not to submit an email address you will see in the analytics section that someone tried to enter your room.)

Throughout your sale cycle you can change the permission levels.

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