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Tips and Tricks

Tips and tricks for creating and sharing your room

Harriet Shakked avatar
Written by Harriet Shakked
Updated over 2 years ago

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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