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Creating and Sharing your room

Tips and tricks for creating and sharing your room

Harriet Shakked avatar
Written by Harriet Shakked
Updated this week

1. Keep your room very basic at first

  • Include minimal content and information at the beginning of the sales process. For example after the first demo include a welcome message, demo recording and one deck.

2. Hide Section

  • Hide sections from your prospects that you will use later on in the sales process (press the eye button at the top right hand of each section).

  • When ready, you can unhide these sections by pressing the eye button again.

3. Introduce the Next Steps section at a later stage

  • Wait until the deal / customer life cycle has progressed

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