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How to create a Deal Room

  • Updated

Organize, personalize, and share key content with buyers—keeping your deals on track and all your resources in one central, easy-to-access place.

Prerequisite: To enable Deal Rooms or learn more about this capability, please contact your Customer Success Manager or email support@spekit.co.

 

📌 Quick-Jump Topics

 

1. How to create a Deal Room

  1. Open the Spekit Web App.
  2. Click the + New button.
  3. Select Create a Deal Room from the creation menu.

  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 on engagement tracking settings: Choose whether to enable engagement tracking and require an email address for content access.
  7. Decide who can access the content: Enter specific email addresses or domains (e.g., john@acme.com or acme.com) to restrict access. Use Tab, Enter, Space, or Comma to add multiple entries, or leave the field empty to allow access for anyone.
  8. Click the Branding tab to personalize the appearance of the Deal Room.
    • Start by typing the company’s name and selecting it from the list.
    • Choose the company’s logo and brand color.
    • You also have the option to manually upload a logo and set a custom color.
  9. Choose your notification preferences: Select how you’d like to be notified when the Deal Room is viewed. These settings are personal and won’t affect other collaborators.
  10. Click Create Deal Room. 

 

2. How to navigate a Deal Room

Once you create a Deal Room in the Spekit Web App, you'll find the following functions to help you manage and share your content:

  1. Deal Room Name and Logo: The name and company logo you've set for the Deal Room.
  2. Collaborators: View and add collaborators to the Deal Room. Collaborators receive notifications, have edit access, and can view analytics.
  3. Deal Room Settings:
    • General: Edit the Deal Room name and company, and require email access if needed.
    • Branding: Update the logo and brand color to align with the recipient’s branding.
    • Collaborators: Add Spekit users as collaborators with full edit and analytics permissions.
    • Notifications: Control when you receive notifications for Deal Room activity. These settings apply only to you and do not affect other collaborators.
  4. Clone Deal Room: Duplicate an existing Deal Room for reuse.
  5. Archive Deal Room: Archive the Deal Room when it is no longer needed.
  6. Preview Deal Room: See exactly what the recipient will see.
  7. Share Deal Room Link: Quickly copy the link to share the Deal Room.
  8. Recent Activity Analytics: View all content interactions in one place. You’ll see the viewer’s email, the Viewer's title (if linked to Salesforce opp), the content viewed, last viewed date, and time spent viewing. Click the ellipsis to access analytics for a specific link.
  9. Content Activity Analytics: See engagement broken down by each piece of content, including the content name, last viewed date, total views, and time spent viewing.
  10. Sections: Group content by stakeholder, use case, or deal stage, structuring the room exactly how the deal demands.
  11. Reorder Deal Room Content: Drag and drop content to change its order. 
  12. Add New Section: Add a new section to structure content for different stakeholders or deal stages.
  13. Add Content to the Deal Room: Add new content from various sources.
  14. Section Actions: Within a section, you can:
    • Add content to the section
    • Copy a section share link
    • Rename the section
    • Delete the section

 

3. How to add content to a Deal Room

Adding content to a Deal Room allows you to centralize everything your buyer needs in one place—from polished collateral to custom summaries and external files. 

 

Spekit Web App

  1. Open the Spekit Web App. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room you want to update. 
  4. Click + Add Content. 
  5. Choose how you’d like to add content:
    • Content Library: Browse and add existing content or templates from your Team Hub.
    • Create Content: Build custom content, such as executive summaries with embedded videos.
    • Sync Files: Import files directly from Google Drive or SharePoint.
    • Upload Files: Upload PDFs, presentations, documents, or spreadsheets.
  6. Once you’ve selected your items, click Add to Deal Room to finish.

Sidekick (Chrome Extension)

  1. Open the Spekit Chrome Extension.
  2. Click My Hub, then select Deal Rooms.
  3. Open the Deal Room you want to update.
  4. Click + Add Content.
  5. Choose how you’d like to add content:
    • Content Library: Browse and add existing content or templates from your Team Hub.
    • Create Content: Build custom content, such as executive summaries with embedded videos.
    • Sync Files: Import files directly from Google Drive or SharePoint.
    • Upload Files: Upload PDFs, presentations, documents, or spreadsheets.
  6. Select your items, then click Add to Deal Room.

 

4. How to add a section to a Deal Room

Sections help you organize your Deal Room into clear, digestible groupings—making it easier for buyers to navigate content and for you to tailor the experience to each deal. You can create sections to group materials by theme, stage, or stakeholder.

 

Spekit Web App

  1. Open the Spekit Web App. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room where you want to add a section. 
  4. Click + Section. 
  5. Enter a name for your section, then click Create Section. 
  6. Your new section will appear in the left-hand sidebar. From here, you can:
    • Add content to the section
    • Copy a share link to the section
    • Rename the section
    • Delete the section

Sidekick (Chrome Extension)

  1. Open the Spekit Chrome Extension. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room where you want to add a section. 
  4. Click + Section. 
  5. Enter a name for your section, then click Create Section. 
  6. Your new section will appear in the Deal Room. From here, you can:
    • Add content to the section
    • Copy a share link to the section
    • Rename the section
    • Delete the section

 

 

5. How to reorder content in a Deal Room

Reordering content in a Deal Room helps you control the flow of information so buyers see the most important materials first. You can quickly rearrange items using drag-and-drop and save your changes in just a few clicks.

 

Spekit Web App

  1. Open the Spekit Web App. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room where you want to reorder content. Click the Reorder button. 
  4. Click and hold the grab icon next to the content or section, then drag it to the desired location in the Deal Room. 
  5. Release to place it in the new order. The content will now appear in the updated order within the Deal Room.

Sidekick (Chrome Extension)

  1. Open the Spekit Chrome Extension. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room where you want to reorder content. 
  4. Click the Reorder (Domino icon) button. 
  5. Drag and drop content into your desired order by clicking and holding items. 
  6. Click Save Changes to apply your updates. Your content will now appear in the updated order within the Deal Room.

 

 

6. How to add or remove collaborators to a Deal Room

Add other Spekit users as collaborators to a Deal Room to work together and stay aligned on the deal. Collaborators receive notifications for all activity, have full edit capabilities, and can access analytics to stay informed on buyer engagement.

 

Spekit Web App

  1. Open the Spekit Web App. 
  2. Click My Hub, then select Deal Rooms. 
  3. Select the Deal Room where you want to manage collaborators. 
  4. Click the + icon next to your profile icon in the top-right corner of the Deal Room. 
  5. To add a collaborator, search for the user’s name and click Add. 
  6. To remove a collaborator, click the X next to their name. 
  7. Click Save Changes to finalize your updates.

Sidekick (Chrome Extension)

  1. Open the Spekit Chrome Extension. 
  2. Click My Hub, then select Deal Rooms. 
  3. Select the Deal Room where you want to manage collaborators. 
  4. Click the + icon next to your profile icon in the top-right corner of the Deal Room. 
  5. To add a collaborator, search for the user’s name and click Add. 
  6. To remove a collaborator, click the X next to their name. 
  7. Click Save Changes to finalize your updates.

 

7. How to preview a Deal Room

Previewing a Deal Room lets you see exactly what your recipients will experience, ensuring your content, layout, and flow look polished before sharing.

 

Spekit Web App

  1. Open the Spekit Web App. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room you want to preview. 
  4. Click the eye icon to view the Deal Room as a recipient would see it.

Sidekick (Chrome Extension)

  1. Open the Spekit Chrome Extension. 
  2. Click My Hub, then select Deal Rooms. 
  3. Select the Deal Room you want to preview. 
  4. Click the eye icon to view the Deal Room as a recipient would see it.

 

8. How to share a Deal Room

Sharing a Deal Room allows you to quickly give others access to your curated content so they can review deal materials in one centralized place. You can share a Deal Room via a direct link from either the Chrome Extension or the Web App.

 

Spekit Web App

  1. Open the Spekit Web App. 
  2. Click My Hub, then select Deal Rooms. 
  3. Open the Deal Room you want to share. 
  4. Click Share in the top-right corner to generate a link or send it directly to recipients. 
  5. The link will be copied to your clipboard for easy sharing.

Sidekick (Chrome Extension)

  1. Open the Spekit Chrome Extension. 
  2. Click My Hub, then select Deal Rooms. 
  3. Select the Deal Room you want to share. 
  4. Click the Share Link icon in the upper-right corner. 
  5. The link will automatically be copied to your clipboard.

 

 

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