Learn how to create Deal Rooms to organize, personalize, and share key content with buyers—keeping your deals on track and all your resources in one central, easy-to-access place.To enable Deal Rooms or learn more, please contact your Customer Success Manager or email support@spekit.co.
How to Create a Deal Room
1.) Open the Spekit Chrome Extension
2.) Click My Hub.
3.) Select + New Deal Room.
4.) Choose or Add a Company:
- Search for and select the relevant Salesforce Opportunity, or
- Enter the name of the company you’re sharing the file with for internal tracking. Just start typing to find a match!
5.) Rename the Deal Room (optional). Give your Deal Room a custom name. This name will be visible to external recipients.
6.) Decide whether to enable engagement tracking and if an email address should be required for content access.
7.) Click Create Deal Room.
How to Add Content to a Deal Room (Chrome Extension)
1.) Open the Spekit Chrome Extension
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to add content to.
4.) Click + Add content, and select Team Content.
5.) Add various types of content (Speks, documents, spreadsheets, presentations) to your Deal Room.
6.) Once the items are selected, click Add to Deal Room.
How to Add Content to a Deal Room (Web App)
1.) Open the Spekit Web App
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to add content to.
4.) Click + Add content, and select Team Content.
5.) Add various types of content (documents, videos, presentations) to your Deal Room.
6.) Once the items are selected, click Add to Deal Room.
How to Reorder Content in a Deal Room
1.) Open the Spekit Web App
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to reorder content in.
4.) Click the Reorder button.
5.) Drag and drop content into the desired order by clicking and holding to move it.
6.) Click Save Changes to apply your updates. The content will now be displayed in the updated order within the Deal Room.
How to Edit the Name of the Deal Room
1.) Open the Spekit Web App
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to rename.
4.) Click the pencil icon next to the current name.
5.) Enter the new name and click Save to apply the changes.
How to Preview the Deal Room
1.) Open the Spekit Web App
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to preview.
4.) Click the eye icon to view the Deal Room as a recipient would see it.
How to share a Deal Room (Chrome Extension)
1.) Open the Spekit Chrome Extension
2.) Click on My Hub, and select Deal Rooms.
3.) Select the deal room to which you want to share.
4.) Click the Share Link Icon in the upper right corner.
5.) The link is now copied to your clipboard.
How to Share a Deal Room (Web App)
1.) Open the Spekit Web App
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to share.
4.) Click the Share button to generate a link or send it directly to recipients.
5.) The link is now copied to your clipboard.
How to track the engagement of a Deal Room
1.) Open the Spekit Web App
2.) Click on My Hub, and select Deal Rooms.
3.) Click into the Deal Room you want to check the engagement.
4.) Click the Analytics button in the upper right corner.
5.) The Deal Room's analytics will load in. Click here to learn more about Deal Room Analytics.