Room cloning is a great shortcut to jump-starting work on your deal by copying the entire existing checklist, teams , and responsibilities over checklist items as well as uploaded documents to a new room.
All that's left to do is to add people to the teams in your new room!
Clone an existing room
Cloning a room allows you to include the entire room structure, uploaded documents, teams (only the teams, without the users), and teams' responsibilities.
To clone the room, head over to your dashboard, and choose a room to clone.
Note: you must be on the room's host team to clone the room.
- While on the dashboard, click on the actions menu on the right-hand side for the selected room.
- Click Clone.
Your newly cloned room will appear on the dashboard in the following naming format: OriginalRoomName (Cloned).
You can proceed with renaming and customizing the room to your needs from Room Settings and Teams pages.
Power-up your templates with room cloning
Room cloning will allow you to house your templates on your dashboard and then copy those rooms whenever you have a new deal to add to ProDeal.
For new templates, create a new room. It is best to add "Template" to the room name, which you can type into the dashboard's search bar to pull up all templates.
If you already have custom templates added to ProDeal, just contact firstname.lastname@example.org and we'll help you add the existing templates to actual rooms.
Once your templates are on your dashboard, you will be able to see, edit and copy your existing templates.