Creating a Deal Room is the fastest way to deliver a personalized, collaborative space for your buyers. Whether you're running a structured sales process or building a tailored experience for a strategic account, the Deal Room creation flow guides you through everything you need to set up a professional, branded environment in minutes.
This article explains the 3-step creation flow, what each step controls, and how to choose between starting from a template or building a room from scratch.
The 3-Step Creation Flow
Deal Rooms are created using a streamlined, three-step setup:
Company
Name
Collaborators
Each step ensures your room is correctly branded, clearly identified, and supported by the right internal team.
1. Company
In the first step, you connect the Deal Room to the buyer’s company.
What you can do
Search for an existing company in your GetAccept environment.
Automatically fetch company details, such as name and logotype, when available.
Upload a custom logo if the company isn't found or if you want to replace the auto-generated logotype.
Why this matters
Branding is one of the most important elements in a Deal Room. When a buyer enters the room and immediately sees their own logo and company name, it signals personalization, relevance, and professionalism.
This step sets the tone for the rest of the experience and ensures the Introduction Section—and all content—feels tailored and intentional.
2. Name
Next, you give your Deal Room a title. This name appears in your Deal Room list, analytics, and internal reporting.
Recommendations
Use a naming convention, such as:
[Deal Name] <> [Buyer Name]Keep the title recognizable for both internal teams and collaborators.
Avoid long or overly detailed names—save deal specifics for CRM notes and internal documentation.
Why this matters
Clear naming helps:
AEs quickly find the correct room during active cycles
Managers and RevOps scan and filter rooms during pipeline reviews
CS teams locate historical buying rooms during handovers
A clean naming structure keeps your Deal Room library well-organized and reduces confusion across teams.
3. Collaborators
The final step is choosing who from your organization should have access to the Deal Room.
What collaborators can do
Edit the Deal Room
Add or manage content
Contribute in chat or comments
Appear in the Sales Team widget (when toggled on)
Internal visibility options
Keep collaborators internal-only
Display selected team members to the buyer for added trust and transparency
Why this matters
Deals are often won through teamwork. Adding SEs, CSMs, Sales Managers, and specialists early ensures:
Questions are answered faster
All stakeholders stay aligned
Buyers know exactly who to contact
This step also ensures the Sales Team widget is accurate, strengthening buyer confidence from the very first interaction.
Templates vs. Creating From Scratch
When creating a Deal Room, you can choose to:
Start from a template
Start from scratch
Each option supports different selling scenarios and levels of customization.
When to Use Templates (Recommended for Most Deals)
Templates are designed to save time, maintain consistency, and enforce your team's best practices. They include pre-built:
Introduction Section layouts
Standardized content pages
Mutual Action Plan (MAP) structure
Files, resources, and reference material
Branding and layout settings
Ideal for:
Repeatable sales processes
Teams with standardized pitches or evaluation cycles
High-velocity deals or repeat ICPs
Ensuring content is always up-to-date and polished
Reducing manual work and enabling reps to “click and send”
Why templates are powerful
Templates ensure the buyer gets a consistent, high-quality experience every time. They dramatically reduce setup time and allow reps to focus on tailoring messaging—not building rooms from scratch.
When to Create a Room From Scratch
Some sales cycles require a fully custom approach. A blank Deal Room gives you maximum flexibility.
Ideal for:
Enterprise or heavily bespoke deals
Accounts requiring unique content flows
Technical or multi-product evaluations
Non-standard or experimental sales motions
One-off strategic projects or internal rooms
Why you might choose this
A scratch-built room allows you to reorganize content, change structure, or completely redesign the layout without template constraints. This is perfect for complex stakeholders or custom buying committees.
Summary
Creating a Deal Room is a straightforward, guided process that ensures every buyer receives a personalized, structured, and professional experience. The 3-step flow helps you:
Brand the room with the right company
Name it clearly for internal alignment
Add the right collaborators for support and visibility
Most teams benefit from starting with templates to ensure speed and consistency. For more specialized cycles, a scratch-built room provides full flexibility.