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Create a New Room

Quickly create a room to manage your transaction on ProDeal.

Ian Group avatar
Written by Ian Group
Updated over 9 months ago

Click the +Create Room button on the top right of your dashboard in the upper right corner.

  • Enter the Room Name. This is the required information.

  • Choose the room view you want to create. Click Checklist. You will see the preview of the room structure on the right side of the pop-out window.

If you are creating a room from a template, you will select a template from the dropdown under "Create From Template." Templates are optional. While they speed up room creation and help teams keep rooms consistent, you do not need to use a template to create a room.

Creating a room from a template will allow you to choose what you want to copy to the new room. Here you can select a variety of items you would like to copy along with the room.

To learn more on how to use room templates, click here.

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