If you want to use the same or similar checklist for every deal, you can use Room Templates to facilitate and speed up room creation. On the top of your dashboard, you can see the following tabs:
Rooms
Activity Report
Templates
All your templates are accessible from the Templates tab. You can edit each template as you would a room. Then, you can create rooms from that template.
Creating a new template
Click on the Templates tab at the top of your dashboard.
On the top right corner of the Templates tab, click the green "New Template" button.
Fill out the desired information and click "Create Template."
Once you click "Create Template," ProDeal will automatically open the new template room where you can configure your template.
For more information on configuring your room, click here.
Creating a room from Templates tab
After you finish configuring your template, you can create a room from that template.
Navigate to the Templates tab.
Locate your desired template.
Click the blue "Room From Template" button on the right side.
Enter the desired information and click "Create Room"
Creating a room from My Rooms tab
To create a new room using a Checklist Template that you have made:
Click the New Room button on your dashboard.
Enter in the Room Name and Room Type. The Total Transaction Amount and Closed Date fields are optional.
Select the correct template under Create From Template.
If you want Access Management to be enabled in your room, make sure it's turned on.
If you want to make the room private, click the Private Room button. (Here is an article that can help you to learn more about Private Rooms.)
Click Create Room.
Frequently Asked Questions
What will be copied over when creating a room from a template?
The newly created room will have the same checklist structure, teams, and details as your template. The following specifics will be cloned when you create a new room from a template:
Team names and roles (users are not copied)
Documents, folders, line items, and headings
Documents, folders, line item statuses
Custom statuses
Access and Responsibility
Room settings (General Information such as Room Type, closed date, estimated closed date, transaction amount, and asset type) and Checklist Settings
How do I make changes to a template?
You have the option to make changes to the following details after creating a room from a template:
Room type
Closing date
Transaction amount
Checklist Access Management
Private room
Hover your mouse over any of these details and click "Edit Value" to make changes.
If I make changes to a template, will those changes trigger notifications to my colleagues?
No. Templates don't generate notifications like normal rooms. You won't receive Daily Recap or Real-Time Notifications, Due Date or Invite Reminders.