Overview
The Deal Room is the client-facing page where your prospect or customer tracks their SalesHive partnership: meetings, contract signing, deposit payment (when required), Playmaker intake, and onboarding milestones. You reach it from the unique link SalesHive shares after proposal. No SalesHive login is required.
How to use this page
Open your Deal Room
Click the Deal Room link from your SalesHive email or proposal. The header shows your company name and quick actions to email your rep or open CRM links (staff only).
Follow the launch timeline
The left column tracks Sales steps (intro, demo, proposal review) and Onboarding steps (deposit when applicable, kickoff, Playmaker, playbook approval, payment, campaign launch). Green checks mark completed milestones.
Complete your next action
The center column highlights what to do now: book a meeting, sign the agreement, complete Playmaker, pay a deposit when required, or download your signed contract.
Reach your team and resources
The right column lists your sales rep and onboarding specialist with email and Book a Call buttons, plus links to the sales deck, sandbox, example playbook, and other shared files.
Pay a deposit when required
If your agreement includes a refundable deposit, a gold banner appears with a Pay Deposit button until payment is complete. Engagements with no deposit required skip this banner entirely.
What the buttons do
- Send Email
- Email your SalesHive team from the deal room (staff testing links may show extra controls).
- Book a Call
- Schedule time with your assigned sales rep or onboarding specialist.
- Pay Deposit
- Opens the deposit checkout flow. Only shown when your billing terms require a deposit and it is not yet paid.
- View Signed Agreement
- Opens your executed contract PDF after signing.
- Open Playmaker
- Launches the Playmaker questionnaire to share goals, ICP, and positioning.
- Resource links
- Quick links to deck, sandbox, example playbook, proof by industry, and your shared Drive folder.