On December 12, 2023, we held a customer training session on Deal Rooms. In it, we covered:
Why deals fall apart – and how Deal Rooms can help
How to set up your first Deal Room
Best practices for governing Deal Rooms
Watch the recording here:
Want to learn more about Deal Rooms? Here are some resources to help you get started.
Overview video for sales leaders
Step-by-step setup video
Help Center collection
Did you know we offer regular training sessions? Reach out to your CSM for the latest registration link.