AI Deal Rooms and Buyer Engagement

Create & Build a Deal Room

• [Rep Guide] Deal Rooms Overview
• [Rep Guide] Create a Deal Room
• Tying a deal room to the right Salesforce Opportunity or Account
• [Rep Guide] Set up your buyer's branding
• [Rep Guide] Build your Deal Room: header, hero image, and description
• [Rep Guide] Feature content at the top of a section

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Add Content to a Deal Room

• [Rep Guide] Sync SharePoint Content into Your Deal Room
• [Rep Guide] Sync Google Drive Content into Your Deal Room
• [Rep Guide] Find high-impact content to add
• [Admin & Rep Guide] Update content with suggestions from your calls
• [Rep Guide] Ways to add content to a Deal Room
• [Rep Guide] Create and reorder sections

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Collaborate & Manage

• [Rep Guide] Invite collaborators to a Deal Room
• [Rep Guide] Edit, clone, and archive a Deal Room

Share & Track Engagement

• [Admin & Rep Guide] Update content with suggestions from your calls
• [Rep Guide] Share a single section of a Deal Room
• [Rep Guide] Preview and share a Deal Room
• [Rep Guide] Understand Deal Room analytics

Deal Room Notifications

• How to Manage Deal Room Notifications
• [Admin & Rep Guide] Mapping Deal Rooms to Slack Channels

Deal Rooms in AI Sidekick (Chrome Extension)

• AI Sidekick: Recommendations and Deal Hub
• Finding your Deal in AI Sidekick
• [Rep Guide] Create and reorder sections

Admin Setup

• [Content Creator Guide] Setting Up a Template for Deal Rooms
• How to Use and Create Templates
• Deal Room Launch Guide for Admins
• How to Create an Externally Shareable Link
• Trackable Links Overview & Setup
• Trackable Links FAQs

Trackable Links

• Buyer Engagement Dashboard: Monitoring Trackable Link Adoption
• [Admin & Rep Guide] Mapping Deal Rooms to Slack Channels
• How to Manage Deal Room Notifications
• Understanding Trackable Links Analytics