Deal Room

How to use this page

1. 1

   Select a client

   Open Platform > Onboarding > Deal Room and select a client with the sidebar client selector. The page renders that deal’s room.

2. 2

   Open the room from a specific link

   A valid authenticated Platform link verifies access, opens the correct deal, and synchronizes the active client context while the interactive room finishes loading.

3. 3

   Understand a public review link

   A public /room/share link is scoped to one deal and can expire or be revoked. It can show a proposal and allow signing when the current stage permits it and the agreement is unsigned. Meeting and account actions require signing in. On a wide screen the SalesHive logo sits at the top of the Launch Timeline sidebar. It opens in Light unless the browser already has a saved theme, and recipients can switch between light and dark with the sun or moon button beside the Your Team heading.

4. 4

   Review engagement carefully

   Public-share engagement is recorded for the shared room so the team can understand review activity. It is awareness data, not a substitute for a confirmed client action.

5. 5

   Review the launch timeline and cards

   Review milestones, bookings, recordings, assigned team members, and resource links for the selected deal. When agreements are available, Agreement History preserves each signed agreement, marks the current agreement, and opens the selected signed document in a separate tab. In the Launch Timeline, completed steps show a check mark, upcoming steps show an open circle, and the current step reads In Progress. Neighbouring stages with the same name, such as Intro Meeting, show as one step. A current Playbook step reads Being prepared until the Playbook is shared with the client. On a wide screen, the timeline and the Your Team and Resources column stay in place while you scroll the main content.

6. 6

   Choose a plan and sign the proposal

   When a proposal is shown, any Intro and Demo meeting cards come first, so their recordings and booking buttons stay above it. The proposal follows, then the later meeting cards (Proposal Review, Kickoff, Playbook Review and Pre-Launch). The proposal opens with the SalesHive hexagon, today's date, the title Sales Development Proposal and the company it was prepared for. Under Choose your plan, select a plan row (or focus it and press Space or Enter) to check it; each row shows its price per month. Fill in Company, Signee Name and the billing details, select Click to sign to add your signature, and accept the electronic-signature agreement. Check the total beside the button, then select Confirm & Sign Agreement. If something is missing, a note above the button says what to add first. On a standard no-deposit proposal, the button reads Sign & start free onboarding instead (see the FAQ below).

7. 7

   Schedule a Playbook Review

   Choose Schedule for a new Playbook Review, or Reschedule on a previous review. If the card contains only an old recording and no booked appointment, Reschedule opens the new-time picker directly. For a booked appointment, Confirm reschedule cancels it and notifies attendees before opening the picker; Keep meeting leaves it unchanged. Review the carried-over invite recipients. Offered times exclude shared onboarding and host-calendar conflicts, including company blocks and holidays. Check the host name and meeting length, choose a time, then Confirm Booking. Changing the time zone clears your chosen time and reloads the offered times. Availability is checked again before saving. A future booking stays separate from earlier recordings.

8. 8

   Open Playmaker throughout client delivery

   For a selected client in Onboarding or Active, use the Sales Playmaker card or the Sales Playmaker resource to open the deal questionnaire at any current stage. The client-pipeline rule keeps it available before kickoff, during playbook work, and after launch even when the current stage does not enable the older stage-level Playmaker setting. Sales-pipeline prospects still follow stage visibility and Deal Room or signature milestone rules. Read-only public review shares do not expose this authenticated action.

9. 9

   Choose your preferred appearance

   In the signed-in room, use the theme button in the icon row at the bottom of the sidebar (on a phone, in the top bar) to switch between light and dark mode; the room has no separate toggle. On a public share link, select the sun or moon button beside the Your Team heading instead. The choice is saved in this browser as your app theme, and the room, its dialogs and the proposal follow it. With no saved choice, the room opens in Light. Behind the cards, the signed-in room shows your app background; change it with Background in the sidebar. A public share link uses the background saved in this browser if you are signed in, or the SalesHive default background if not.

What the buttons do

Select Client

Sidebar client selector that scopes the Deal Room to the selected deal.

Open Playmaker

Opens the selected deal Sales Playmaker. It remains available throughout Onboarding and Active in the authenticated room.

Schedule / Reschedule

Opens meeting booking in the signed-in, editable room. Playbook Review keeps Reschedule available after completion or recording. With only historical recordings and no booked appointment, it opens the new-time picker directly; a booked appointment requires cancellation confirmation first.

Confirm reschedule / Keep meeting

Confirm reschedule cancels the existing meeting and notifies attendees before opening the new-time picker. Keep meeting dismisses the notice without canceling.

Confirm Booking

Rechecks availability for the selected meeting type before creating the booking and sending invites. Requires a valid prospect email and an offered time that still meets calendar, duration, buffer, notice and kickoff-limit rules. An already scheduled future meeting must use Reschedule first. It stays unavailable while times are loading or could not load, and the booking window cannot be closed while it is scheduling.

Recording / Transcript

Recording opens a completed meeting recording when playback is ready; Transcript opens its saved transcript. When a meeting has several recordings, each button shows that recording's date, such as Recording Aug 20, with the time added when two fall on the same day. In the transcript dialog, select Download to save a .txt file. Focus starts on Close transcript; Tab and Shift+Tab stay within the dialog. Press Escape or select Close transcript to close it and return focus to the button that opened it.

Agreement History

Lists signed agreements for the deal and identifies the current agreement. Open a document to review its saved terms. Newly signed documents include the billing terms applied at signing, including standard terms when no custom billing wording was saved. The signed agreement page offers Download PDF; View in CRM appears there only for SalesHive staff.

Light / dark toggle (public share link)

Sun or moon button beside the Your Team heading on a public share link (below the timeline on a phone). Select it to switch between light and dark mode; the choice is saved in this browser as your app theme. In the signed-in room, use the theme button in the app sidebar instead. With no saved choice, the room opens in Light.

Common questions