How Updates Drive Engagement in the Deal Room

Whether you're publishing new content, sharing meeting notes, or posting a manual announcement, Updates ensure buyers never miss what matters.

This article explains how Updates work, how buyers see them, and how you can use them strategically to move deals forward.

What Updates Are

Updates are short messages that appear in the Deal Room’s Updates feed whenever:

Each update includes a timestamp and shows who posted it, giving buyers real-time visibility into progress.

Updates act as your built-in communication timeline. They help you:

Every update signals movement — which is a key driver in keeping deals warm.

Whenever you publish new or edited content, an update is automatically created.

Examples:

This ensures buyers always know when something has changed.

Use manual updates to proactively communicate important events such as:

Manual updates let you steer the buying process and reduce uncertainty.

Buyers see updates in the left-hand navigation under the Updates feed.
Each update shows:

Buyers do not receive unnecessary emails — updates appear inside the Deal Room unless a notification rule applies.

Updates help buyers quickly catch up when multiple stakeholders join the room at different times.

Updates create momentum by showing that:

This reduces stalls and helps prevent deals from going silent.

Examples:

Publishing a business case triggers re-engagement
Posting a shared meeting highlights new decisions
Adding an update before a proposal call sets expectations
Continuing to update the room builds a record of progress buyers can reference internally

Post updates after key actions
New documents, pricing changes, next steps — everything important should generate an update.
Use manual updates to guide buyers
Tell them what to do next: review a section, confirm something, or prepare for a call.
Keep it short
A few sentences is enough. Updates should be easy to skim.
Be consistent
Frequent updates maintain activity and keep your room feeling “alive.”
Tie updates to value
Highlight improvements, decisions, or clarified information that benefits the buyer.

Updates are one of the most effective deal-acceleration tools in the Deal Room.
They:

By sharing regular, relevant updates, you make your Deal Room a dynamic source of truth — and help buyers move confidently toward a decision.