Template settings
To set and access your Template room settings simply click on Settings at the bottom of the Deal Room.
General settings
Name: The template name is for internal use only.
Room name: The name participants see when they open a room created from this template. You can use merge tags such as customer company name to automatically fill in information when a room is created.
Template owner: The user with ownership responsibility the room template.
Room language: The language used for AI content generation and email sendouts on rooms created from this template.
Room type: The room type (such as New business, Existing business or Onboarding) which will be assigned to rooms created from this template.
Availability
Public template: Allows you to make the template available to all users in the entity. If set as private, only the entity’s admins can see the template.
Room access: Choose whether rooms created from this template are open to anyone with the General link or restricted to invited participants only.
Instant access: If room access is open to anyone with the General link, you can let new visitors enter rooms created from this template straight away, without verifying their email address. People already in a room still receive their link by email. This setting is copied to each new room, including rooms created from your CRM, and changing it later doesn’t affect rooms that already exist. Email domain restrictions are set in each room’s settings, since they’re specific to each customer. See Deal Room Settings Overview.
Reminders: Will notify participants who have not yet visited the room. You can turn this on or off, set the number of days after which the first reminder will be sent, and determine how frequently reminders should be repeated.
Functionality
Control which features are enabled by default in rooms created from this template.
