Overview of the Rooms list
The Rooms list is your central workspace for managing all your Deal Rooms.
From this view you can:
See which rooms are active or inactive
Monitor participant activity and engagement
View contracts linked to each Deal Room
Filter and organize rooms using saved views
Perform actions across multiple rooms at once
This helps you quickly understand what is happening across your deals without opening each room individually.
Understand the room lifecycle tabs
Rooms are organized into four tabs that reflect their lifecycle and activity level.
Drafts
Draft rooms that have been created but not yet published.
Active
Rooms with buyer or seller activity within the last 30 days.
Idle
Rooms that have not had activity within the last 30 days.
Deleted
Rooms that have been deleted.
Note: Deleted rooms remain available for 30 days, during which they can still be restored. After 30 days they are permanently removed.
Understand the information shown in the Rooms list
Each row in the Rooms list shows key information about a room so you can quickly understand its status.
Room name and status
The room name appears in the first column.
Below the name you will see the room status, such as:
Published
Unpublished
This allows you to quickly see whether the room is live.
Owner
The Owner column shows the primary room owner.
If multiple collaborators are involved, a count is shown next to the owner name (for example +2), indicating additional collaborators managing the room.
Participant activity
The Participant activity column shows recent engagement in the room.
This includes:
The most recent action (for example Visited the room again)
The participant who performed the action
The date of the activity
This helps you quickly identify rooms that may require follow-up.
Contracts
The Contracts column displays contracts linked to the Deal Room.
You can see:
The contract name
Contract status indicators
This makes it easier to identify rooms associated with active or pending agreements.
Filter and organize rooms
If you manage many rooms, filtering helps you narrow down your list.
You can filter rooms based on different criteria and refine the view to match your workflow.
Save filtered views
After applying filters, you can save them as reusable views.
Saved views allow you to quickly return to commonly used room lists, such as:
Active deals with contracts
Idle rooms that need follow-up
Rooms owned by your team
This helps teams maintain a consistent way of organizing Deal Rooms.
Perform actions on multiple rooms
You can perform actions on multiple rooms directly from the Rooms list.
To apply bulk actions:
Select the rooms you want to update.
Choose the action you want to perform.
Available bulk actions include:
Changing the room owner
Unpublishing rooms
Deleting rooms
Bulk actions help reduce manual work when managing many Deal Rooms.
Use the Overview to see room insights
From the Rooms list, you can open the Overview for a room to quickly access key information.
The Overview provides a snapshot of the room, including:
Room details
Linked contracts
Engagement insights
Action plan progress
It also provides shortcuts to common actions such as:
Opening the room
Messaging participants
Navigating to the connected CRM
This allows you to quickly understand the room’s current status and decide what to do next.