You'll learn how to: Use the Deal Room tab as a draft-and-publish builder for the page a buyer receives.
Time: About 5 minutes for the first room.
Where it is
Open a deal on Revenue, then select the fourth tab, Deal Room.
How the tab is organised
The tab has three clear areas:
- Publication bar: Shows whether the room is a draft, published, changed, disabled, expired, or still using an older link. Preview, Publish, Send, Copy link, Replace link, and Disable access live here.
- Buyer page draft: A page-shaped canvas that closely matches the buyer-facing room. Edit the title and welcome area, then arrange the content below it.
- Recipients and activity: Add the buyers who should receive attributable links. Buyer activity and reusable-room tools sit below the main canvas so they do not distract from page design.
The old readiness score is not part of the workflow. The meaningful check is what the preview shows and whether the room is deliberately published.
Edit the room name and welcome
Click Edit page details in the page header.
- Room name is manually editable. Enter the exact text the buyer should see.
- Leaving the name blank falls back to the linked company or deal name.
- Cover image, welcome heading, welcome message, and primary buyer action shape the first screen.
- Buyer participants are hidden by default. Turn them on only when every listed person can safely be shown to the others.
- Link expiry is optional.
Click Save to draft. The editor shows saving, saved, and failed states. it does not silently save on blur.
Add and arrange content
Select Add block to reuse one focused part of a room without importing an entire template. The library is organised around the moment in the buyer journey:
- Suggested: Deal-specific commercial context, the latest completed call recap, the latest proposal, and saved service pricing when they are available.
- Before meeting: Agendas, preparation requests, and questions to explore.
- After meeting: What you heard, decisions, open questions, and mutual next steps.
- Proposal: Recommended approach, scope, deliverables, and the decision path.
- Onboarding: Welcome, kickoff checklist, delivery timeline, and ways of working.
- My blocks: Personal or workspace-shared blocks saved from selected room items or a whole section.
Choose the target section before adding a block. Every inserted item is a normal editable draft item, not a live-linked copy. If the same block is already present, Nynch labels it before you choose Add again. Immediately after insertion, Undo removes only that exact copy.
To save your own block, open My blocks, select Save from this room, then choose a section or individual items. Files, proposals, signatures, and deal-specific private links are deliberately left out so they cannot leak into another buyer's room.
Use Add individual item for a one-off proposal, file, video, text, button, pricing table, next step, milestone, signature, or supported embed. Add full template remains available as a secondary shortcut when you genuinely want a complete starter room.
New blocks and individual items start hidden. AI-generated call recaps also remain hidden until reviewed. Use Buyer can see when an item is ready. Drag items or sections to change their order. The builder keeps its controls visible, while the prospect sees only the clean published content.
Uploaded files are private. The owner view and buyer view receive short-lived signed file links rather than permanent public file addresses.
Draft, preview, and publish
- Draft: Only the owner preview can see this version.
- Preview: A signed, read-only view of the current draft. It does not create buyer views or item events.
- Published: The current buyer link is active.
- Changes not published: The builder contains newer edits, but buyers still see the previous published snapshot.
- Link disabled: Existing links no longer open the room.
- Link expired: The expiry date has passed.
Publishing is the only action that moves draft content into the buyer-facing version. This prevents an unfinished edit from appearing halfway through a buyer review.
Recipients and engagement
Add contacts under Who can receive the room. After publication, send each contact their own link for the clearest attribution. The general link can be shared more widely but may produce anonymous activity.
Nynch records supported room views and item interactions. It does not promise exact time spent, browser-fingerprint identification, guaranteed read receipts, or built-in Q&A. Engagement is directional evidence, not certainty about who read or understood the material.
Access controls
- Disable buyer access stops the current links immediately.
- Replace link rotates the general link and every contact-specific link. Old links stop working.
- Link expiry stops access at a chosen time.
- Publishing after revocation produces fresh links.
Room pages are marked no-index, but a valid link is still a bearer credential. Do not post it publicly.
If something goes wrong
- Publish is disabled: Add a welcome or mark at least one item as buyer-visible.
- The title is wrong: Click Edit page details, change Room name, save, then publish the change.
- The buyer sees stale content: Click Publish changes. Saving to draft alone does not update the live room.
- Views are anonymous: Send contacts their individual links rather than the general link.
- The buyer cannot change a next step: Secure mutations require the buyer's contact-specific link.
- An old link still circulates: Use Replace link, then resend every recipient's new link.
Step 1: Open the relevant screen
Open the area this article calls Where it is.
Step 2: Complete the action
Use the Deal Room tab as a draft-and-publish builder for the page a buyer receives.
FAQ
Q: How do I deal canvas: deal room tab? Use the Deal Room tab as a draft-and-publish builder for the page a buyer receives.
Q: What is "Where it is" in this article? Open a deal on Revenue, then select the fourth tab, Deal Room.
Q: How long does this take? About About 5 minutes for the first room.
Q: What should I know about how the tab is organised?
- Publication bar: Shows whether the room is a draft, published, changed, disabled, expired, or still using an older link. Preview, Publish, Send, Copy link, Replace link, and Disable access live here. - Buyer page draft: A page-shaped canvas that closely matches the buyer-facing room. Edit the title and welcome area, then arrange the content below it. - Recipients and activity: Add the buyers who should receive attributable links. Buyer activity and reusable-room tools sit below the main canvas so they do not distract from page design.
Related: Share a deal room with a buyer | Deal canvas: Proposal tab | The deal canvas.