At CueCard, we’re always innovating to make your sales process as seamless and efficient as possible. Our latest update, the Locked Deal Room, takes collaboration and control to the next level, empowering you to manage access like never before.

This exciting new feature allows you to assign specific roles to collaborators, ensuring that your deal room remains secure while fostering effortless teamwork. Here’s how you can start using it today.

What is the Locked Deal Room?

The Locked Deal Room is a powerful addition to CueCard that gives you full control over who can view or edit your deal room. Now, you can easily choose exactly who can engage with your deal and to what extent.

Whether you're working with a client, partner, or teammate, the Locked Deal Room ensures a smooth, secure, and professional experience.

Key Features

• Secure Sharing: Only authorized users can enter the deal room, providing peace of mind and clarity.
• Effortless Collaboration: Share editable access with clients and collaborators to streamline workflows.

How to Use the Locked Deal Room

Here’s how you can make the most of this new feature:‍

Step 1: Open the Deal Room

Go to the deal room you want to share and click the Share button in the top-right corner.‍

Step 2: Add Collaborators

Enter the email addresses of the people you’d like to invite. You can also generate a unique sharing link for broader distribution.

Step 3: Save and Share

Once you’ve set up permissions, click invite and CueCard will send out an invitation link to the recipients. Once you close it the settings will be saved and only the authorized parties can access the deal room. You can then share the deal room link or send invitations directly to your collaborators.

Why Use the Locked Deal Room?

• Streamlined Workflows: Collaborate with clients and teammates without interruptions or missteps.
• Professional Control: Demonstrate attention to detail and security in every deal interaction.
• Intuitive Interface: Designed with simplicity in mind, making it easy to set up and manage.

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FAQs

Q: Can I update permissions after sharing the deal room?
A: Absolutely! You can adjust roles or revoke access at any time by revisiting the sharing menu.

Q: How do I know who has access?
A: The sharing settings panel displays all current collaborators and their permissions.

Q: Can I track changes made by others?
A: Yes, CueCard logs activity within the deal room, so you’ll always have a clear record of updates.

Explore the Locked Deal Room Today

The Locked Deal Room is now live and available to all CueCard users. It’s the perfect tool to elevate your deal management, giving you the flexibility and control you need to collaborate effectively.

Log in to CueCard now to experience the Locked Deal Room firsthand. If you want us to take you through CueCard and all its exclusive features schedule a call with us right away!

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