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How to convert your Prodeal Checklist Room to a Virtual Data Room

Seamlessly convert your Checklist Room into a Virtual Data Room.

Ian Group avatar
Written by Ian Group
Updated over a week ago

Transforming your room view from a Prodeal Checklist Room into a Virtual Data Room is possible by modifying the room settings.
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To switch your Checklist room to a Virtual Data room:

  1. Navigate to the desired room and click Settings on the left sidebar.

  2. Find the Room View line and click Configure.

  3. In the pop-up window, select Data Room and click Save.

The room will instantly switch to the Virtual Data Room view.

πŸ’‘ ProTip: You can always switch back to the checklist view in the room settings.

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