Organize, personalize, and share key content with buyers—keeping your deals on track and all your resources in one central, easy-to-access place, right from the Spekit Sidekick (Extension).
Prerequisite: To enable Deal Rooms or learn more about this capability, please get in touch with your Customer Success Manager or email support@spekit.co.
1. How to Create a Deal Room
- Open the Spekit Sidekick (Extension).
- Click the + New button.
- Select Create a Deal Room from the creation menu.
- 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!
- Rename the Deal Room (optional). Give your Deal Room a custom name. This name will be visible to external recipients.
- Decide on engagement tracking settings: Choose whether to enable engagement tracking and require an email address for content access.
- 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.
- 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.
- 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.
- Click Create Deal Room.
2. How to Navigate a Deal Room
Once you create a Deal Room in Sidekick (Extension), you'll find the following functions to help you manage and share your content:
- Deal Room Name: The name you've set for the Deal Room.
- Collaborators: View and add collaborators to the Deal Room. Collaborators receive notifications, have edit access, and can view analytics.
- 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.
- Clone Deal Room: Duplicate an existing Deal Room for reuse.
- Preview Deal Room: See exactly what the recipient will see.
- 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.
- Share Deal Room Link: Quickly copy the link to share the Deal Room.
- Reorder Deal Room Content: Drag and drop content to change its order.
- +New Section: Add a new section to structure content for different stakeholders or deal stages.
- +Content to the Deal Room: Add new content from various sources.
- Sections: Group content by stakeholder, use case, or deal stage, structuring the room exactly how the deal demands.
- Archive Deal Room: Archive the Deal Room when it is no longer needed.
- Section Actions: Within a section, you can:
- Add content to the section
- Copy a section share link
- Rename the section
- Delete the section
- Add content to the section
3. 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.
- Open the Spekit Sidekick (Extension).
- Click My Hub, then select Deal Rooms.
- Select the Deal Room you want to preview.
- Click the eye icon to view the Deal Room as a recipient would see it.
4. 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 Sidekick (Extension).
- Open the Spekit Sidekick (Extension).
- Click My Hub, then select Deal Rooms.
- Select the Deal Room you want to share.
- Click the Share Link icon in the upper-right corner.
- The link will automatically be copied to your clipboard.