Linked Resources allow Deal Room templates to reference a single authoritative version of a content section stored in the Content Library. When the linked content changes, all templates referencing it receive the update automatically.
What Linked Resources Are
A Linked Resource is a section-level content block connected directly to its source resource in the Content Library. Unlike standard resources, a linked resource is not copied into the template; it is synchronized with the original.
Linked Resources enable:
Centralized updates
Consistent messaging
Reduced maintenance overhead
Controlled content across all templates
They are essential for content that must remain uniform across the organization, such as product overviews, compliance information, and onboarding frameworks.
Requirements and Structural Rules
Linked Resources follow a set of system rules:
Public only
Only public resources can be linked across templates.
Section-based
Linked Resources must represent entire sections; elements cannot be individually linked.
Synchronized behavior
Edits to the source immediately update all templates where the resource is linked.
Local override through unlinking
If a template requires customization, the linked resource can be unlinked and becomes local editable content.
Legacy resources
Inline content added before Linked Resources existed must be re-added to activate linking.
How Linked Resources Behave in Templates
When inserted, linked resources appear with:
A visual indicator distinguishing them from local sections
Locked content, preventing editing within the template
Availability of update, replace, unlink, or remove actions
This preserves the reliability and consistency of centrally governed content.
When to Use Linked Resources
Linked Resources should be used for:
Content that must remain consistent across all rooms
Standard messaging that should not be edited by reps
Content updated frequently or seasonally
Content maintained by marketing, enablement, or product teams
They should not be used for:
Prospect-specific or custom content
Information that varies significantly between deals
Sections requiring rep-driven edits
Governance and Maintenance
Linked Resources serve as a governance mechanism. Central teams can:
Update messaging, branding, or product content once
Ensure all templates remain compliant
Retire outdated content cleanly
Maintain version control across the workspace
This prevents drift between teams and ensures that sales, CS, and onboarding all use the same canonical content.
Best Practices
Use Linked Resources for any content that should not be edited in templates.
Maintain a curated library of authoritative content blocks.
Name Linked Resources clearly with purpose and version.
Unlink only when truly necessary to customize.
Keep updates minimal and structured to avoid unexpected changes across templates.