Creating your first room from a template
Look at your colleagues templates and rooms to get ideas for how to build your first room.
Click on All Templates
Look at Team Templates
If none/few have been made, toggle to Aligned Templates
Select the relevant template according to your role/need
Click on + Use Template
Add your customer's name under Company Name
Search for your customer's logo
Click create
OR
Creating your first room by duplicating or 'templatising' a colleague's room
You can browse your colleagues room under Recent Activity or searching for a particular colleague (depending on your user status you may only see Recent Activity)
You can then write your own welcome message
and remove/add relevant content such as files or links in the different sections of the room.
Sharing your room
Before you share your room, click the Preview button at the top of your room to see what your prospect or customer will see.
Once you are happy to share your room, click the Share button in the top right hand corner of your room.
Enter the email addresses of the prospects/customers you want to share your room with
Or create a link (to send in an email to your prospects/customers)
Choose the relevant permission setting (for more information see Article: Sharing my room with prospects and customers)
Share!!