Creating a Deal Room

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The Pitch Manager is your command center for creating Digital Sales Rooms (DSRs). Unlike a simple file share, a Deal Room is a branded, multi-tabbed microsite where you can organize documents, videos, and next steps into a cohesive narrative for your buyer.

Features

  • Deal Room Studio: A drag-and-drop interface to build your microsite.
  • Multi-Section Layout: Create tabs like “Executive Summary,” “Technical Specs,” and “Pricing” to organize content.
  • Content Integration: Pull assets directly from the Content Portal.
  • Security Gates: Add OTP (One-Time Password) or Email verification.
  • Personalization: Add a custom “Welcome Video” or “Personal Note” for the prospect.

Purpose

To provide the buyer with a single, professional destination for all deal-related information, eliminating the need to search through dozens of email threads.

Permissions

  • Create Pitch: Required to build a new Deal Room.
  • Edit Pitch: Required to modify existing rooms.
  • View All Pitch: (Manager Level) Required to see rooms created by your team.

Steps

Creating a New Pitch

  1. Navigate to Pitch > Pitch Manager .
  2. Click the + Create Pitch button.
  3. Select a Template (Stream): You can start from scratch or select a pre-made “Stream” (Template) tailored to your industry or persona (e.g., “Healthcare Intro”). Tip: Using a Stream pre-loads the room with approved marketing slides, saving you time.
  4. Name Your Pitch: Enter a unique name (e.g., “Acme Corp – Q4 Proposal”) and click Create .

The Studio Mode (Building the Room)

You are now in the “Studio,” the editing interface.

  • Add Sections: Click the + Add Section button on the left sidebar to create new tabs (e.g., “Case Studies”).
  • Add Content: Drag and drop files from the right-hand library into the center canvas.
  • Add Personal Touch: Click Highlight Video to record a webcam greeting.
  • Click Personal Note to type a welcome message.

Configuring Settings

  1. Click the Settings (Gear) icon in the Studio sidebar.
  2. General: Set the Deal Value and expected Close Date.
  3. Access: Choose your security level. Public: Anyone with the link can view.
  4. Email Gate: Viewers must enter their email.
  5. OTP Protected: Viewers must verify their email via a code.
  6. Expiry: Set a date when the link will automatically expire.

Publishing & Sharing

  1. Click the Preview button (Eye Icon) to see what the buyer will see.
  2. If satisfied, click Share .
  3. Smart Link: Copy the generated URL. This link is unique to this deal room and tracks all activity.

Limitation and Notes

  • File Limit: While a Deal Room effectively has no limit, keeping it under 20 files ensures a better user experience for the buyer.
  • Draft Mode: Pitches are in “Draft” mode until you share the link. You can edit a live pitch at any time, and the buyer will see the changes instantly upon their next refresh.