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How to convert your ProDeal Checklist Room to a Virtual Data Room
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 8 months 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, navigate to the desired room and select the Settings option located on the left sidebar.

In the Room View line, Click Configure

A pop-up window will appear after clicking the Configure button. This will allow you to choose what type of view you want. Select Data Room, and then hit Save.
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The Checklist room will be switched into the Virtual Data room after hitting the Save button.
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πŸ’‘ ProTip: You can always switch back to the checklist view in the room settings.

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